Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Howells is a registered investment advisor representative with MSH Capital Advisors LLC, based in Scottsdale, Arizona. Mark has been in the industry since 1981 and has extensive experience in the financial services industry. Mark currently holds a Series 7, Series 63, Series 24, Series 53, Series 55, Series 79TO, Series 99TO, and Series 57TO licenses. Mark has held previous positions at Puglisi & Co., Chestnut Hill Securities, Inc., R. G. Dickinson & Co., Rooney, Pace Inc., Mabon, Nugent & Co., Ross, Stebbins Inc., and John Muir & Co. Mark specializes in providing financial planning, portfolio management, pension consulting, and selection of other advisers.
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.
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.
1
2
AZ
01/06/2016 - Present
MSH Capital Advisors LLC (SCOTTSDALE AZ)
NY
05/27/1988 - 09/11/2000
PUGLISI & CO. (NEW YORK NY)
NA
04/19/1988 - 05/13/1988
CHESTNUT HILL SECURITIES,INC.
NA
12/23/1985 - 04/26/1988
R. G. DICKINSON & CO.
NA
07/25/1983 - 12/27/1985
ROONEY, PACE INC.
NA
12/10/1981 - 08/11/1983
MABON, NUGENT & CO.
NA
09/24/1981 - 10/30/1981
ROSS, STEBBINS INC.
NA
03/23/1981 - 09/30/1981
JOHN MUIR & CO.
BC
Issued 05/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/01/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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