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Mark Steinberg, CFP®, CRPC®

Mark Steinberg, CFP®, CRPC®

Financial Advisor

Followers of Mark Steinberg, CFP®, CRPC®113 followers
location of Mark Steinberg, CFP®, CRPC®Farmington, Michigan, United States

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  • Timeline

  • About me

    Senior Vice President, Financial Advisor-Wealth Management at UBS Financial Services Inc.

  • Education

    • Michigan State University

      1978 - 1982
      Bachelor of Arts (BA) Business Administration and Management, General

    • Michigan State University

      1982 - 1983
      Master of Business Administration (MBA) Marketing

  • Experience

    • Merrill Lynch

      Sept 1999 - Sept 2005
      Financial Advisor

    • UBS

      Sept 2005 - now
      Senior Vice President-Wealth Management

  • Licenses & Certifications

    • Chartered Retirement Planning Counselor

      College for Financial Planning

    • **Registered States** AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

      FINRA