Mark
Silverstein

Charles Schwab & Co., Inc

CRD#4545405
Investment Advisor
in Seattle, WA
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About this Advisor

Mark Silverstein is a certified financial planner whose office is in Seattle, Washington. Currently an investment advisor with Charles Schwab & Co., Inc, Silverstein has 16 years of professional experience. Silverstein has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Silverstein is registered to serve customers based out of Washington. Throughout their career, Silverstein has worked at Ubs Financial Services Inc, Usaa Financial Planning Services, Twiddle Games, LLC, Charles Schwab & Co., Inc and Charles Schwab Bank. Charles Schwab & Co., Inc is based out of Seattle, Washington, and operates out of 370 brick-and-mortar locations across the United States. In aggregate, Charles Schwab & Co., Inc retains more than 14,879 people. None of the advisor firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Charles Schwab & Co., Inc offers financial planning services, selection of other advisers and other services. The firm's fees may include hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Selection of other advisers, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

508 Union St
Seattle, WA 98101-2309

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Charles Schwab & Co., Inc Brokerage Details

Total Number of Employees

14,879

WA Average: 43

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Investment Advisory Services

  • Financial planning services
  • Selection of other advisers
  • Other

Mark Silverstein Work History

Mark has 16 years of experience.

2016 - Present (3 years)

Charles Schwab & Co., Inc

2016 - Present (3 years)

Charles Schwab Bank

2012 - 2018 (6 years)

Twiddle Games, LLC

2011 - 2016 (5 years)

Usaa Financial Planning Services

2002 - 2011 (9 years)

Ubs Financial Services Inc

Disclosures

Mark Silverstein has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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