Mark Delgadillo Email & Phone Number
Senior Financial Advisor @ SFE Investment Counsel Inc.
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Mark Delgadillo Location
- Goleta, CA, US
Mark Delgadillo Work
- Senior Financial Advisor @ (May 2020 - Present)
- Senior Vice President, Financial Advisor @ D.A. Davidson Companies (August 2010 - May 2020)
- Financial Advisor @ Morgan Stanley Smith Barney (February 1986 - April 2005)
Mark Delgadillo Education
- UC Santa Barbara
Bachelor of Arts (Business Economics)
1979-1982 - Sana Barbara City College 1977-1979
Mark Delgadillo Skills
- Investments
- Investment Strategies
- Asset Allocation
- Retirement Planning
- Wealth Management
- Mutual Funds
- Series 63
- Equities
- Alternative Investments
- Asset Management
- Portfolio Management
- Investment Advisory
- Securities
- Strategic Financial Planning
Mark Delgadillo Summary
- Mark Delgadillo, based in Goleta, CA, US, is currently a Senior Financial Advisor at SFE Investment Counsel Inc.. Mark Delgadillo brings experience from previous roles at D.A. Davidson Companies and Morgan Stanley Smith Barney. Mark Delgadillo holds a 1979 - 1982 Bachelor of Arts in Business Economics @ UC Santa Barbara. With a robust skill set that includes Investments, Investment Strategies, Asset Allocation, Retirement Planning, Wealth Management and more. Mark Delgadillo has 1 emails and 2 mobile phone numbers on RocketReach.
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