Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Silvester is a financial advisor with over 6 years of experience in the industry. Mark is currently registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Adviser Representative. Mark has also held positions at Oppenheimer & Co. Inc., BPU Investment Management Inc., Citizens Securities, Inc., and First National Bank of PA. Mark has passed the Series 66, Series 7, Series 24, Series 7TO and Series 99TO exams. Mark is a Vice President of the Board for Morningside Area Community Council. Mark is a financial planner who provides financial planning, portfolio management, pension consulting, and educational seminars. Mark provides services to individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/21/2022 - Present
Cetera Investment Advisers LLC (Monroeville PA)
PA
07/08/2021 - 07/01/2022
OPPENHEIMER & CO. INC. (MONROEVILLE PA)
PA
05/01/2020 - 10/01/2020
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
12/01/2017 - 04/30/2018
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
12/03/2014 - 11/22/2017
OPPENHEIMER & CO. INC. (SEWICKLEY PA)
BOTH
Issued 12/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2023
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 4/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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