Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stevenson is a financial advisor with over 40 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc. in Illinois and Texas. Mark has experience working with individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Mark is also a Certified Financial Planner. Mark has held various positions throughout his career, including insurance agent, securities representative, and investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
01/19/2024 - Present
Osaic Wealth, Inc. (ORLAND PARK IL)
IL
03/23/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ORLAND PARK IL)
IL
03/05/2013 - 03/29/2018
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
05/06/2008 - 03/14/2013
PROEQUITIES, INC. (ORLAND PARK IL)
IL
07/08/2000 - 05/06/2008
JEFFERSON PILOT SECURITIES CORPORATION (WORTH IL)
NH
02/28/1994 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NJ
12/28/1982 - 03/08/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/28/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Stevenson is the right advisor for you? Invested Better is here to help.
