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Mark Yin-pong Hwee

Steward Partners Investment Advisory, LLC

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About Mark Yin-pong Hwee

Mark Yin-Pong Hwee is a registered investment advisor representative with Steward Partners Investment Advisory, LLC. Mark has been in the financial industry for over 14 years and has experience in providing financial consulting, financial planning, and portfolio management for individuals and businesses. Mark is also a registered investment advisor representative in Oregon and Texas. Before joining Steward Partners, Mark was employed by Morgan Stanley & Co. Incorporated. Mark specializes in providing financial services to high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Mark Hwee is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

4949 MEADOWS ROAD

LAKE OSWEGO, OR 97035

$20.43B

Assets Under Management

21,758

Total Clients

356

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Hwee’s Registration & Firm History

OR

05/01/2023 - Present

Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)

OR

10/21/2008 - 04/02/2009

MORGAN STANLEY & CO. INCORPORATED (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 1/5/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/26/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 10/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Yin-pong Hwee.
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