Mark Stauffer Email & Phone Number
Senior Financial Advisor, First Vice President - Investments @ Wells Fargo Advisors
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Mark Stauffer Location
- Folsom, PA, US
Mark Stauffer Work
- 2023 -now Senior Financial Advisor, First Vice President - Investments @
- 2015 -2024 Financial Advisor at Citizens Private Client @
- 2013 -2015 Project Manager @
- 2008 -2012 Line Manager - Financial Advisor Services @
- 2005 -2007 Team Leader - Business Development Group @
- 2000 -2005 Trainer - Vanguard University @
- 1997 -2000 Client Relationship Associate @
Mark Stauffer Education
- Widener University
Master's of Taxation & Financial Planning (MS) (Financial Planning and Taxation)
2007-2009 - Kutztown University of Pennsylvania
BSED (Biology/General Science)
1990-1994 - Widener University
Master of Science in Taxation and Financial Planning (MSTFP) (Taxation, finance, financial planning)
Mark Stauffer Skills
- Series 63
- Series 7
- Relationship Management
- Mutual Funds
- Series 6
- Financial Services
- Wealth Management
- 401k
- Leadership
- Retirement Planning
- Asset Allocation
- Investment Strategies
- Retirement
- Investments
- Finance
- Securities
- Portfolio Management
- FINRA
- Relationship Building
- Management
- Team Leadership
- PowerPoint
- Microsoft Office
- Business Development
Mark Stauffer Summary
- Mark Stauffer, based in Folsom, PA, US, is currently a Senior Financial Advisor, First Vice President - Investments at Wells Fargo Advisors. Mark Stauffer brings experience from previous roles at Citizens and Vanguard. Mark Stauffer holds a 2007 - 2009 Master's of Taxation & Financial Planning (MS) in Financial Planning and Taxation @ Widener University. With a robust skill set that includes Series 63, Series 7, Relationship Management, Mutual Funds, Series 6 and more. Mark Stauffer has 1 mobile phone numbers on RocketReach.
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