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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Markell? Claim Your ProfileMarkell Staffieri is a financial advisor in Mesa, Arizona. Markell Staffieri is an Investment Advisor Representative with Rovin Capital and has been in the industry since July 2008. Markell Staffieri is registered with the state of Arizona. Markell Staffieri holds licenses for Series 6, 63, 65, and 66. Markell Staffieri has experience working with individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Markell Staffieri specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Pooled Investment Vehicles. Markell Staffieri also has experience with First Allied Securities, Inc. and Lincoln Financial Securities Corporation. Markell Staffieri has been a Chartered Financial Consultant since 2012.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/14/2014 - Present
Rovin Capital (MESA AZ)
CA
11/13/2009 - 05/16/2017
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
01/21/2009 - 11/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN DIEGO CA)
IA
Issued 12/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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