Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Slevin is a financial advisor with over 27 years of experience in the industry. Mark is a registered investment advisor and holds the Series 7, 24, 53, 63, and 65 licenses. Mark currently works at Nuveen Asset Management, LLC in Chicago. Prior to joining Nuveen, Mark was a registered representative at Foreside Fund Services, LLC, Constellation Investment Distribution Company Inc., and Brinker Capital Securities, Inc. Mark's primary focus is on portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Mark also provides portfolio management services for pension funds and offers advisory services to high-net-worth individuals, insurance companies, investment companies, charitable organizations, and corporations or other businesses.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
09/01/2011 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
ME
03/30/2005 - 03/21/2006
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
PA
02/11/2002 - 02/11/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
PA
10/21/1999 - 06/05/2001
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
PA
02/05/1992 - 08/04/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 11/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/2008
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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