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Mark Serby

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Mark Serby

District Director/Senior Vice President | Wells Fargo Advisors

New York City Metropolitan Area United States, United States

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Mark Serby

Summary

Mark Serby is a seasoned financial advisor and Senior Vice President at Wells Fargo Advisors, specializing in investment planning and portfolio management. With a diverse educational background in Marine Microbiology and Dentistry, he brings a unique perspective to the financial services industry. Over his extensive career, Mark has held senior leadership roles at prominent firms such as Stifel Financial Corp and Ryan Beck & Co., where he honed his expertise in investment strategies and risk management. His ability to tailor investment portfolios to meet individual client needs showcases his client-centric approach. Mark's professional journey reflects a commitment to continuous learning and adaptability in a dynamic financial landscape. He is well-versed in navigating complex investment products and regulatory environments. Residing in the New York City Metropolitan Area, he is deeply engaged in the local financial community.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Mark Serby

Work Experience

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District Director/Senior Vice President at

Ryan Beck & Co.

June 2002 - February 2007

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Senior Vice President/Investments, Branch Manager - Stifel Financial Corp at

Stifel Financial Corp.

February 1998 - October 2015

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Senior Vice President-Investments at

Wells Fargo Advisors

January 2016 - Present

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Mark Serby

Education

Howard University College of Dentistry, Doctor of Dental Surgery (D.D.S.), College of Dentistry

January 1977 - January 1980

Plainedge High School

University of Tampa, Bachelor of Science (B.S.), Biology

January 1972 - January 1974

Hofstra University, Marine Microbiology

January 1975 - January 1976

Frequently Asked Questions about Mark Serby

What is Mark Serby email address?

Mark Serby's primary email address is **********@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mark Serby work for?

Mark Serby is a District Director/Senior Vice President at Wells Fargo Advisors.

Where Mark Serby graduated from?

Mark Serby holds a degree in null from Howard University College of Dentistry.

How can I directly contact Mark Serby?

To contact Mark Serby directly, you can use the email address **********@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Mark Serby?

Mark Serby is a seasoned financial advisor and Senior Vice President at Wells Fargo Advisors, specializing in investment planning and portfolio management. With a diverse educational background in Marine Microbiology and Dentistry, he brings a unique perspective to the financial services industry. Over his extensive career, Mark has held senior leadership roles at prominent firms such as Stifel Financial Corp and Ryan Beck & Co., where he honed his expertise in investment strategies and risk management. His ability to tailor investment portfolios to meet individual client needs showcases his client-centric approach. Mark's professional journey reflects a commitment to continuous learning and adaptability in a dynamic financial landscape. He is well-versed in navigating complex investment products and regulatory environments. Residing in the New York City Metropolitan Area, he is deeply engaged in the local financial community.

Mark`s contact details

mail

**********@wellsfargoadvisors.com

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