Mark Levesque, CFP®

Independent Branch Leader and Financial Consultant

+1 603-595-0581

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

8 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2022-present
  • Independent Branch Financial Consultant, Charles Schwab, 2017-2022
  • Independent Branch Associate Financial Consultant, Charles Schwab, 2016-2017
  • Independent Branch Client Services Specialist, Charles Schwab, 2016-2016

Education

  • BS, Electrical Engineering, Worcester Polytechnic Institute 1985
  • Leadership Greater Nashua 2014
  • Certificate, Boston University Certified Financial Planner 2021

Personal interests and affiliations

  • YMCA of Greater Nashua, Board of Directors 2014-2020
  • Nashua Rotary West
  • Greater Nashua Chamber of Commerce, Ambassador

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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