Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Zavaglia is a registered representative of Wintrust Investments LLC, a firm based in Chicago, Illinois, with branch locations in Collinsville and Swansea, Illinois. Mark has over 20 years of experience in the financial services industry. Mark holds the Series 7, Series 63, and SIE licenses. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark is located in Collinsville, Illinois.
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.
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
IL
12/07/2006 - Present
Wintrust Investments LLC (COLLINSVILLE IL)
IL
05/01/1997 - 12/07/2006
FOCUSED INVESTMENTS L.L.C. (COLLINSVILLE IL)
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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