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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 Loren Myers is an investment advisor representative at Stifel, Nicolaus & Company, Inc. in Chicago, Illinois. Mark has been in the financial services industry since 1984. Mark holds Series 3, 7, and 63 licenses. Mark is also a Series 65 licensed investment advisor representative. In addition to working at Stifel, Nicolaus & Company, Inc., Mark has previously been employed at Barclays Capital Inc., Lehman Brothers Inc., Bear, Stearns & Co. Inc., L. F. Rothschild & Co. Incorporated, Shearson Lehman Brothers Inc., Kanan Securities, Inc., Monvest Limited Partnership, and Southeast Securities of Florida, Inc. Mark is a registered investment advisor representative in Illinois, Texas, and Arizona.
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
IL
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (CHICAGO IL)
IL
09/22/2008 - 12/04/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
10/03/1989 - 09/22/2008
LEHMAN BROTHERS INC. (CHICAGO IL)
NY
03/14/1988 - 10/17/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
07/30/1987 - 04/14/1988
L. F. ROTHSCHILD & CO. INCORPORATED
NA
12/24/1985 - 08/13/1987
SHEARSON LEHMAN BROTHERS INC.
NA
02/29/1984 - 08/20/1984
KANAN SECURITIES, INC.
NA
01/30/1984 - 02/29/1984
MONVEST LIMITED PARTNERSHIP
NA
08/23/1983 - 02/01/1984
SOUTHEAST SECURITIES OF FLORIDA, INC.
IA
Issued 10/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2014
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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