Mark Pivan (CRD# 2564464) is an Investment Advisor Representative working at Pivan Investment Engineering Company, Inc. in Newport Beach, CA and has over 27 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pivan Investment Engineering Company, Inc. | Newport Beach, CA | Jan 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1997 |
- CA
- TX
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$119,933
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
CA, TX
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