Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark A. Schneider is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Mark specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Mark holds the Series 7, Series 10, Series 9, and Series 63 licenses, and is a Certified Financial Planner.
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.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
05/09/2018 - 06/14/2024
SECURITIES AMERICA, INC. (Omaha NE)
AZ
02/17/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
08/24/2016 - 02/24/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OMAHA NE)
NE
01/14/1999 - 05/18/2016
CHARLES SCHWAB & CO., INC. (OMAHA NE)
MO
10/31/1997 - 12/22/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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