Sigma Planning Corporation (Ria) - Operations Manager
Current
Jun 2021 - Present
AeroLeads people directory · profile
Mark Steinman Email & Phone Number
Sigma Planning Corporation (RIA) Operations Manager; Independent Financial Services Professional
at
Axtella
3 work emails found
@sigmafinancial.com
3 phones found area 734
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Sigma Planning Corporation (RIA) Operations Manager; Independent Financial Services Professional
Location
Ann Arbor, Michigan, United States
Who is Mark Steinman? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Steinman is listed as Sigma Planning Corporation (RIA) Operations Manager; Independent Financial Services Professional at Axtella, based in Ann Arbor, Michigan, United States. AeroLeads shows a work email signal at sigmafinancial.com, phone signal with area code 734, and a matched LinkedIn profile for Mark Steinman.
Mark Steinman previously worked as Sigma Planning Corporation (RIA) - Operations Manager at Axtella and Sigma Planning Corporation (RIA) - Operations Supervisor at Sps Family. Mark Steinman holds Bachelor’S Degree, Accounting & Finance from Western Michigan University.
Company email context
Email format at Axtella
This section adds company-level context without repeating Mark Steinman's masked contact details.
{first}@sigmafinancial.com
92% confidence
AeroLeads found 3 current-domain work email signals for Mark Steinman. Compare company email patterns before reaching out.
Profile bio
About Mark Steinman
I am a graduate of Western Michigan University with a Bachelor of Business Administration focusing in Accounting & Finance. After college, I started my career as an Operations Associate for Sigma Planning Corporation, a Corporate RIA. Over the years I progressed within the department and held positions of Compliance Officer, and Supervisor. These positions provided a great foundation for my current role as the Operations Manager. Entering the industry in 2010, I was able to obtain my Series 7, 24, and 66 licenses in a little over two years, which also allows me to serve as a Independent Financial Services Professional. Additionally, I earned the Accredited Investment Fiduciary® (AIF®) Designation for fiduciary responsibility as well as obtaining my Michigan Insurance producer license for Life, Variable Life, and Annuities.When I’m not focusing on my career, I am an avid sports enthusiast (Go Blue!), and enjoy spending time with my family and friends.
Listed skills include Series 7, Series 24, Series 66, Finance, and 5 others.
Current workplace
Mark Steinman's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Mark Steinman work experience
A career timeline built from the work history available for this profile.
Sigma Planning Corporation (Ria) - Operations Supervisor
Oct 2018 - May 2021
Sigma Planning Corporation (Ria) - Compliance Officer
Jun 2015 - Sep 2018
Sigma Planning Corporation (Ria) - Operations Associate
Jun 2010 - May 2015
Independent Financial Services Professional
CurrentSecurities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails.
Nov 2012 - Present
1 education record
Mark Steinman education
FAQ
Frequently asked questions about Mark Steinman
Quick answers generated from the profile data available on this page.
What company does Mark Steinman work for?
Mark Steinman works for Axtella.
What is Mark Steinman's role at Axtella?
Mark Steinman is listed as Sigma Planning Corporation (RIA) Operations Manager; Independent Financial Services Professional at Axtella.
What is Mark Steinman's email address?
AeroLeads has found 3 work email signals at @sigmafinancial.com for Mark Steinman at Axtella.
What is Mark Steinman's phone number?
AeroLeads has found 3 phone signal(s) with area code 734 for Mark Steinman at Axtella.
Where is Mark Steinman based?
Mark Steinman is based in Ann Arbor, Michigan, United States while working with Axtella.
What companies has Mark Steinman worked for?
Mark Steinman has worked for Axtella, Sps Family, and Sigma Financial Corporation.
How can I contact Mark Steinman?
You can use AeroLeads to view verified contact signals for Mark Steinman at Axtella, including work email, phone, and LinkedIn data when available.
What schools did Mark Steinman attend?
Mark Steinman holds Bachelor’S Degree, Accounting & Finance from Western Michigan University.
What skills is Mark Steinman known for?
Mark Steinman is listed with skills including Series 7, Series 24, Series 66, Finance, Financial Services, Customer Service, Microsoft Office, and Aif.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Mark Steinman you were looking for.
Mark Steinman
2 email domains
Mark Steinman
3 email domains
Mark Steinman
2 email domains
Mark Steinman
1 email domain
Mark Steinman
6 email domains