Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wayne Severson is a financial advisor at Stifel, Nicolaus & Company, Inc., a firm with over $100 billion in assets under management. Mark has been in the financial services industry since 1984 and is registered with both FINRA and the SEC as a registered representative and investment advisor. Mark holds the Series 7, 63, and 65 licenses, as well as the SIE exam. Mark also holds the Certified Financial Planner designation.
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.
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
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (WAUKESHA WI)
WI
07/26/1984 - 03/16/2018
B. C. ZIEGLER AND COMPANY (WAUKESHA WI)
IA
Issued 03/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Severson is the right advisor for you? Invested Better is here to help.
