Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wittleder is a financial advisor who has been in the industry since 2008. Mark is currently registered with Corient in Indianapolis, Indiana. Previously, Mark worked with CHARLES SCHWAB & CO., INC. in Indianapolis, Indiana. Mark 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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
IN
10/31/2023 - Present
Corient (Indianapolis IN)
IN
02/13/2008 - 04/14/2023
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 04/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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