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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 McClenahan is an Investment Advisor Representative who has been working in the financial services industry since 1993. Mark is registered with Saratoga Research & Investment Management and has been associated with the firm since 2013. Prior to that, Mark worked at several firms, including Citigroup Global Markets Inc, Citicorp Investment Services, Barclays Global Investors Services, Charles Schwab & Co., Inc., and American Express Financial Advisors Inc. Mark holds Series 7, 63, and 65 licenses, and is a Certified Financial Planner. Mark specializes in providing financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles. Mark has experience working with clients including individuals, investment companies, charitable organizations, corporations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Securities research
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.
A percentage of the total value of assets under management is charged.
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CA
03/11/2014 - Present
Saratoga Research & Investment Management (SARATOGA CA)
CA
05/29/2007 - 10/24/2013
CITIGROUP GLOBAL MARKETS INC. (PALO ALTO CA)
CA
06/06/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (PALO ALTO CA)
NY
01/31/1997 - 05/04/2001
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
TX
09/29/1995 - 07/16/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
03/19/1993 - 06/16/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/19/1993 - 06/16/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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