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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 Stevens is a financial advisor with &partners based in Clayton, MO. Mark has been in the financial services industry since 2015 and has a strong background in providing investment advice to individuals and corporations. Mark holds Series 7, 63, and 24 licenses and has experience working with various firms, including Charles Schwab, Wells Fargo Advisors, and Stifel, Nicolaus & Company. Mark specializes in providing financial planning, portfolio management, and investment advice to clients in the Clayton, MO area.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/08/2024 - Present
&partners (Clayton MO)
MO
07/20/2023 - 08/16/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
04/09/2019 - 07/17/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
01/23/2018 - 07/17/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/15/2016 - 12/14/2017
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
12/21/2015 - 12/14/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
AL
03/23/2016 - 06/30/2016
STERNE AGEE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
03/23/2016 - 06/30/2016
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
MO
02/06/2015 - 12/07/2015
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 04/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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