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Home > Financial Planner Directory > New Hampshire > Lebanon > Mark B. Severs, CFP®

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Mark B. Severs, CFP®

Morgan Stanley

203 Heater Rd
Lebanon, NH 03766-1488
Phone: (603) 442-7940
Fax: (603) 442-7988

Toll-free: (800) 829-5232

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties

Comprehensive Financial Planning
Attending College
Charitable & Planned Giving
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Insurance
Retirement
Long-term Care
Sudden Wealth

About My Practice

N/A

Experience

N/A

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications

Series 7, 63, 65

Insurance Licenses

Life insurance: NH, FL, MA, NY, VT, Health/disability insurance: NH, FL, MA, NY, VT, Fixed annuities: NH, FL, MA, NY, VT, Variable annuities: NH, FL, MA, NY, VT

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.