Unclaimed
Mark Karasek is a financial advisor with Charles Schwab & Co., Inc. Mark has been in the industry since 2008 and has a strong track record of providing sound financial advice to clients. Mark is a registered representative with FINRA and holds the Series 7, Series 63 and SIE licenses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
04/21/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
TX
04/14/2008 - 04/21/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 04/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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