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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 Hogan is a financial advisor who has been in the industry since 1987. Mark is currently registered with Snowden Capital Advisors LLC, where Mark has been employed since June 2018. Prior to joining Snowden Capital Advisors LLC, Mark worked at Wells Fargo Clearing Services, LLC, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Investment Professionals, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, North American Management, Inc., and First American National Securities, Inc. Mark is licensed in 30 states and is a Certified Financial Planner. Mark's specializations include providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark has a strong commitment to helping clients achieve their financial goals. Mark holds a Series 6, 7, 26, 31 and 63 licenses. Mark is a graduate of West Point and is an active member of the Southern Baptist of Texas Convention.
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.
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2
TX
06/22/2018 - Present
Snowden Capital Advisors LLC (San Antonio TX)
TX
05/22/2009 - 06/25/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
04/02/2007 - 05/28/2009
MORGAN STANLEY & CO. INCORPORATED (SAN ANTONIO TX)
TX
07/09/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SAN ANTONIO TX)
NY
05/19/1999 - 07/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
06/02/1995 - 05/28/1999
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NY
03/12/1993 - 06/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
SD
01/18/1991 - 01/22/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
09/21/1987 - 02/28/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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