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Phone: (425) 454 2285 ext. 1080 Toll Free: (800) 642 5686 ext. 1080 SKarmel @ 1stAllied.com Please note: To send an e-mail, remove the spaces on either side of the @ symbol.
Mark Garkavi is a wealth advisor and series 7, 63, and 65 registered broker representative with a decade of experience in financial services. Mr. Garkavi has provided wealth management and financial planning solutions for nearly a decade. His prior experiences include working as a Financial Advisor with Morgan Stanley and Oppenheimer & Co., Inc. to provide customized investment strategies for affluent clients looking to manage, grow, preserve, and transition their wealth. Every client has unique goals and objectives. Working together with clients, he designs and implements a tailored investment plan based on asset allocation strategies that helps to address clients’ needs for personalized advice, objective guidance, and focused dedication. Many of his clients utilize a fee-based asset management strategy, which allows him to focus on his clients’ best interest. He graduated from the University of Trade and Economics in Russia in 1982 with a Bachelor’s/Masters degree in economics and finance with an emphasis on commodity trading. Phone: (425) 454 2285 ext. 1084 Toll Free: (800) 642 5686 ext. 1084 MGarkavi @ 1stAllied.com
Please note: To send an e-mail, remove the spaces on either side of the @ symbol.
Terry Wood is a series 7, series 63, and series 65 registered sales assistant and the office manager of our branch. She has worked in the brokerage industry for many years, with Ragen MacKenzie, Merrill Lynch, and UBS. She supports all back office operations of the branch, and enjoys working with the branch’s four registered series 7 financial advisors and our clients. Please call or write to her if you have any administrative questions or concerns related to your account, and if you need to do a trade and are having trouble contacting your financial planner.
Phone: (425) 454 2285 ext. 1079 Toll Free: (800) 642 5686 ext. 1079 TWood @ 1stAllied.com
Please note: To send an e-mail, remove the spaces on either side of the @ symbol.
First Allied Securities Symetra Building 777 108th Avenue NE Suite 2060 Bellevue, WA 98004 FAX (425) 454 6608 * * * Securities and advisory services offered through First Allied Securities, Inc. (Member FINRA/SIPC).
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Solomon
M. Karmel is a Princeton University Ph.D.; former London School
of Economics academic; former Puget Sound Business Journal
columnist; and Bellevue-based broker-dealer representative,
investment consultant, and insurance representative. Dr.
Karmel is the registered principal of our branch of First Allied
Securities in Bellevue, WA, supervising three other investment
advisor representatives and the office manager.