Mark Silverstein (CRD# 4545405) is an Investment Advisor Representative working at Usaa Financial Planning Services in Seattle, WA and has over 14 years of experience in the finance industry. Mark Silverstein 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.
CRD# 5962359
Brighton Jones LLC
Score
105
CRD# 5545981
Edward Jones
Score
100
CRD# 839130
Wlfb Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usaa Financial Planning Services | Seattle, WA | Jan 2011 - Current | 6 |
| Usaa Financial Advisors, Inc. | Seattle, WA | Jan 2011 - Current | 6 |
| Twiddle Games, LLC | Seattle, WA | Mar 2009 - Current | 8 |
| Silverstein, Gerston, LLC | Seattle, WA | Jan 2003 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- CA
- ID
- NV
- OR
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Other
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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