Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Hannum is a financial advisor at Stifel, Nicolaus & Company, Inc. based in Pensacola, FL. Mark has over 30 years of experience in the financial services industry. Mark has a broad range of experience and holds several licenses and certifications, including Series 3, 7, 8, 9, 10, 63, and 65. Mark specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Mark is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (PENSACOLA FL)
FL
05/09/1997 - 08/14/2009
UBS FINANCIAL SERVICES INC. (PENSACOLA FL)
NY
07/31/1993 - 05/23/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
05/22/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Hannum is the right advisor for you? Invested Better is here to help.
