Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stager is a registered investment advisor representative and has been in the financial services industry for over 40 years. Mark is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the states of Colorado, Florida, and Texas. Mark has earned a wide range of licenses, including Series 63, 65, 7, 31, and SIE. Mark has a long history of working with individuals, corporations, and institutional clients. Mark offers a broad range of services, including portfolio management, investment advisory, pension consulting, and research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CO
08/23/1983 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOULDER CO)
IA
Issued 04/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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