Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Childs is an investment advisor representative who has been in the industry since 2001. Mark is currently registered with SVB Wealth, and has been with the firm since 2022. Mark is a Series 7, Series 31 and Series 66 licensed professional. Mark previously worked at SVB Investment Services Inc., HSBC Securities (USA) Inc. and J.P. Morgan Securities LLC. Mark has a background in providing investment advisory services to individuals, corporations and institutions. Mark specializes in investment advisory services, portfolio management, financial planning, and wealth planning.
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.
Planned giving, family office, wealth planning
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
NY
05/22/2024 - Present
SVB Wealth (New York NY)
NY
05/18/2021 - 12/31/2023
SVB INVESTMENT SERVICES INC. (New York NY)
NY
09/09/2019 - 01/14/2021
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
09/09/2011 - 05/14/2019
J.P. MORGAN SECURITIES LLC (New York NY)
NY
12/22/2009 - 04/29/2011
PAPAMARKOU WELLNER & CO., INC. (NEW YORK NY)
NY
02/02/2006 - 01/19/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/13/2005 - 02/01/2006
S & Y ASSET MANAGEMENT LLC (NEW YORK NY)
MA
10/20/2004 - 06/03/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/12/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/17/2000 - 03/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/03/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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