Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Schoenbrun is an active investment advisor representative with Lifemark Securities Corp. Alex has been in the securities industry since 2013 and is licensed in Illinois. Alex offers financial planning services, portfolio management for individuals and selection of other advisers. Alex is also a registered representative with Lifemark Securities Corp. in Illinois. Alex is also an Independent Insurance Agent and Pension Administrator with Midwest Benefit Consultants, Ltd.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
05/13/2024 - Present
Lifemark Securities Corp. (ROCHESTER NY)
BOTH
Issued 03/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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