Mark SieversCRD Number: 1162769
Current Firm: Epsilon Financial Group, Inc.
Mark Sievers (CRD# 1162769) is an Investment Advisor Representative working at Epsilon Financial Group, Inc. in Fairfield, CA and has over 28 years of experience in the finance industry. Mark Sievers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Greystone Financial Group, LLC
Taddei, Ludwig & Associates, Inc.
|Epsilon Financial Group||Fairfield, CA||Jan 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1989|
Total Assets Under Management286MILLIONS
Total Number of Accounts1,138ACCOUNTS
Average Account Value$251,443
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, OR, TX