Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Christian Schmitz is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Pierre, South Dakota. Marc has been a Registered Representative in the securities industry since 1994 and has experience working with a wide range of clients, including individuals, corporations, and institutions. Marc specializes in financial planning, portfolio management, and retirement planning. Marc has a strong commitment to providing personalized financial advice to help his clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
SD
08/11/2016 - Present
Raymond James Financial Services Advisors, Inc. (PIERRE SD)
FL
07/02/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
07/05/1995 - 07/02/1998
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
MN
05/16/1994 - 06/30/1995
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 01/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Marc Schmitz is the right advisor for you? Invested Better is here to help.
