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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ernest Nicoletti is an investment advisor representative at Evergreen Capital Management LLC. Mark has been in the industry since February 2006 and has a Series 7, Series 66, and SIE license. Mark has a state exam license in California and Washington. Mark has worked for ALPS Distributors, Inc. in the past, and is currently registered with both the state of Washington and the state of California. Mark specializes in portfolio management for individuals, pooled investment vehicles, and other financial planning services. Mark is also a director of the Family Office Group for Evergreen Gavekal and has over 175 hours a month dedicated to this position.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
1
2
WA
09/06/2012 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
CO
03/01/2013 - 06/27/2017
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
02/24/2006 - 03/21/2011
ALPS DISTRIBUTORS, INC. (SAN FRANCISCO CA)
BOTH
Issued 06/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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