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Unclaimed

RBC Capital Markets, LLC

location

SEWICKLEY, PA

experience

39 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Mark F. Santia is a financial advisor with RBC Capital Markets, LLC in Sewickley, Pennsylvania. Mark has been in the industry since 1985. Mark's previous experience includes roles at UBS Financial Services Inc., Citigroup Global Markets Inc. and Lehman Brothers Inc. Mark specializes in providing financial advice for individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

D.a. Davidson & Co. | CFA ® (Certifications)

location

DUBLIN, OH

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Mark Evans is a financial advisor with D.a. Davidson & Co. based in Dublin, OH. Mark has over 18 years of experience in the financial services industry, and holds a Series 7, Series 24, Series 55, and Series 66 license. Mark also has a Series 57TO license. Mark is registered to provide investment advice in the state of Ohio.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Goldman Sachs & Co. LLC

location

SAN FRANCISCO, CA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Somers is a financial advisor with Goldman Sachs & Co. LLC, a firm with more than $50 billion in assets under management. Mark has been a financial advisor since September 2009 and is registered in 53 states and the District of Columbia. Mark specializes in a variety of financial services including Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

San Antonio, TX

0 Disclosures

ADVISOR BIO

Mark Anthony Salazar is a financial advisor registered with Captrust in San Antonio, Texas. Mark has been in the financial services industry since 2013 and has held previous roles at J.P. Morgan Securities LLC and Edward Jones. Mark holds the Series 66, Series 7, and SIE licenses and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Alliancebernstein LP

location

Stamford, CT

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark A. Smith is an investment advisor representative with Alliancebernstein LP. Mark has been in the securities industry since June 15, 2003, and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in multiple states. Mark holds multiple securities licenses, including Series 65, Series 66, Series 7, Series 10, Series 9, and Series 31. Mark is a registered investment advisor representative in Connecticut, Florida, New York, Texas and Virginia. Mark is affiliated with the Stamford, CT branch office of Alliancebernstein.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Captrust | CFP ® (Certifications)

location

Uniontown, OH

0 Disclosures

ADVISOR BIO

Mark William Fearigo is a financial advisor with Captrust. Mark is registered in Ohio and Texas, and is also a Certified Financial Planner. Mark has been in the industry since September 1992. Mark has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, charitable organizations, insurance companies, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Gw&k Investment Management, LLC | CFA ® (Certifications)

location

BOSTON, MA

0 Disclosures

ADVISOR BIO

Mark Patrick Lewis is a financial advisor with Gw&k Investment Management, LLC in Boston, MA. Mark Lewis is a registered investment advisor in Massachusetts. Mark Lewis has been in the financial services industry since March 2013. Gw&k Investment Management, LLC provides investment advisory services to high net worth individuals, investment companies, pooled investment vehicles, corporations, pension plans and banking institutions. Mark Lewis holds the Chartered Financial Analyst designation.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PENSACOLA, FL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Hannum is a financial advisor at Stifel, Nicolaus & Company, Inc. based in Pensacola, FL. Mark has over 30 years of experience in the financial services industry. Mark has a broad range of experience and holds several licenses and certifications, including Series 3, 7, 8, 9, 10, 63, and 65. Mark specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Mark is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Rovin Capital | CFC ® (Certifications)

location

MESA, AZ

0 Disclosures

ADVISOR BIO

Markell 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.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ST. LOUIS, MO

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Markesha Kenyada Stayton is a financial professional with Stifel, Nicolaus & Company, Inc. in ST. LOUIS, MO. Markesha has been in the financial services industry since April 2, 2017, with prior experience at SCOTTTRADE, INC. in ST. LOUIS, MO. Markesha holds the Series 7 and Series 63 licenses, as well as the SIE exam. Markesha is registered with the state of Missouri. Stifel, Nicolaus & Company, Inc. is a full-service brokerage and investment banking firm that provides a range of financial services to individuals and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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