Mark R. Swartz
Securities America, Inc.
Financial Planner in San Ramon, CA
Address:1 Annabel Ln, Ste 209
San Ramon, CA 94583
About Mark R. Swartz
Mark Swartz is a financial professional at Securities America, Inc. located in San Ramon, California. Mark Swartz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Mark Swartz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Mark Swartz1 Annabel Ln, Ste 209
San Ramon, CA 94583
Phone Number:
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Website:
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