ADVISOR BIO

Mark Christopher Scalzo is an investment advisor representative with Validex Global Investing. Mark has been in the industry since 2001 and holds a Series 7, Series 24, and Series 65 licenses. Mark has prior experience with Lucia Securities, LLC, Aletehia Securities, Inc., and Putnam Lovell NBF Securities Inc. Validex Global Investing specializes in portfolio management for businesses, individuals, and investment companies.

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ADVISOR BIO

Mark Wolkstein is a financial advisor with over 17 years of experience in the industry. Mark is currently registered with Morgan Stanley and holds licenses in California and Texas. Previously, Mark was employed at CV BROKERAGE, INC, PULSE TRADING, INC., UST SECURITIES CORP., J.P. MORGAN SECURITIES INC., CHASE SECURITIES INC. and WHALE SECURITIES CO., L.P.. Mark offers financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Mark A. Vasquez is a registered investment advisor representative with TCW Investment Management Co. LLC, located in Los Angeles, CA. Mark has been in the financial services industry since March 2001. Mark holds the Series 6, 7, 63, and 65 securities licenses. In addition to his experience at TCW, Mark has previous experience at Pacific Select Distributors, Inc.. Mark provides advisory services to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Mark Daniel Stevenson is a financial advisor with Morgan Stanley. Mark is a registered representative in California and Texas. Mark has been in the securities industry since 2018. Mark has a wide range of experience and has previously worked at Fidelity Brokerage Services LLC and Wells Fargo Clearing Services, LLC. Mark has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Mark Howe is a financial advisor currently employed by Morgan Stanley and has been in the industry since July 2011. Howe holds Series 66, 31, and 7 licenses and has passed the SIE exam. Howe is registered in 28 states and the District of Columbia for both Broker-Dealer and Investment Advisor activities. Howe specializes in portfolio management and has a long history of providing financial advice to individuals, businesses, investment companies, and charitable organizations.

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ADVISOR BIO

Mark Daley is an investment advisor representative registered with MAI Capital Management, LLC in California. Mark has been in the industry since 2018 and holds the Series 6, Series 63 and Series 65 licenses. Mark specializes in providing financial planning, portfolio management, and investment advice to individuals, high-net-worth individuals, businesses, corporations, investment companies, pooled investment vehicles, and charitable organizations.

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ADVISOR BIO

Mark Edward Furrer is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Mark was with Citigroup Global Markets Inc. Mark is licensed in 36 states and the District of Columbia and holds the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Mark Alan Chandik is a financial advisor who has been in the industry since 1985. He is currently registered with Valmark Advisers, Inc. and FDP Wealth Management, LLC. Mark provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and investment companies. Mark is also a member of FDP Wealth Management LLC and FDP Insurance Services, Inc., and has written a book titled “10 Financial Strategies for the Smart Investor: How to Avoid Common Mistakes and Build Lasting Wealth.”

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ADVISOR BIO

Mark McMillan is a financial advisor with over 25 years of experience in the financial services industry. Mark McMillan is currently registered with UBS Asset Management (americas) LLC and has a Series 6, 7, 24, 63, and 65 licenses. Mark McMillan is also a Registered Investment Advisor in the state of California.

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ADVISOR BIO

Mark Richard Grimme is a financial advisor with over 29 years of experience in the financial services industry. Mark is currently registered with Morgan Stanley as a Registered Representative (Series 7, 63, 66, and SIE licenses) and Investment Advisor Representative (Series 66). Mark has previously worked with Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Mark is a resident of Torrance, California.

SPECIALIZATIONS