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Mark Serby
Mark Serby
District Director/Senior Vice President | Wells Fargo Advisors
New York City Metropolitan Area United States, United States
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.
Mark Serby
Work Experience
District Director/Senior Vice President at
Ryan Beck & Co.
June 2002 - February 2007
Senior Vice President/Investments, Branch Manager - Stifel Financial Corp at
Stifel Financial Corp.
February 1998 - October 2015
Senior Vice President-Investments at
Wells Fargo Advisors
January 2016 - Present
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
**********@wellsfargoadvisors.com
Colleagues
First Vice President
Senior Financial Consultant
Sales Representative
Registered Sales Assistant
Registered Representative, District Manager
Senior Vice-President
Trust Investment Officer
Financial Advisor
Financial Advisor, Managing Director-Investments
Vice Presidents, Investments