Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark John Stofan is a financial advisor with over 35 years of experience in the industry. Mark is registered with Stifel Independent Advisors, LLC and is licensed to offer securities and investment advice in 29 states and the District of Columbia. Mark has a strong background in financial planning, portfolio management, and pension consulting. Mark has held previous positions with LPL Financial LLC and Wintrust Investments LLC. Mark is also a Certified Financial Planner. Mark's clients include high-net-worth individuals, families, businesses, and charitable organizations.
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.
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MO
01/17/2024 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
IL
09/28/2018 - 01/31/2024
LPL FINANCIAL LLC (JOLIET IL)
IL
06/21/2013 - 09/28/2018
WINTRUST INVESTMENTS LLC (JOLIET IL)
IL
01/21/1987 - 07/19/2013
STOFAN, AGAZZI & COMPANY, INC. (JOLIET IL)
BC
Issued 11/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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