Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stevenson is a registered investment advisor representative with SVB Wealth, an affiliate of SVB Investment Services Inc. Mark has been in the financial services industry since 2002. Mark has a strong background in wealth management, with experience in financial planning, portfolio management, and planned giving. Mark holds Series 7, Series 63, and Series 66 licenses. Mark has experience working with a variety of clients, including high-net-worth individuals, corporations, 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.
Planned giving, family office, wealth planning
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.
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2
CA
05/23/2024 - Present
SVB Wealth (Menlo Park CA)
CA
07/02/2020 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Menlo Park CA)
CA
06/26/2012 - 01/17/2017
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)
CA
02/24/2010 - 01/10/2011
UNIONBANC INVESTMENT SERVICES, LLC (PALO ALTO CA)
CA
08/13/2002 - 01/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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