Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lee Breeden is a registered representative with Stifel, Nicolaus & Company, Inc. and is currently licensed in 27 states. Mark has been working in the securities industry since 1984. Prior to joining Stifel, Nicolaus & Company, Inc., Mark was a registered representative with WELLS FARGO ADVISORS, LLC. Mark has a wide range of experience in the financial services industry, including experience with financial planning, portfolio management, and pension consulting. Mark is committed to providing clients with personalized service and helping 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
NV
07/06/2010 - Present
Stifel, Nicolaus & Company, Inc. (RENO NV)
NV
09/04/1990 - 07/01/2010
WELLS FARGO ADVISORS, LLC (RENO NV)
NA
03/24/1988 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
04/01/1986 - 03/29/1988
BIRR, WILSON SECURITIES, INC.
NA
03/22/1984 - 04/01/1986
BIRR, WILSON & CO., INC.
IA
Issued 01/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1984
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 10/03/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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