Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allan Shuster is an investment advisor representative with over 30 years of experience in the financial services industry. Mark has been registered with the state of California since 1986. He is currently the CEO and Managing Member of Shuster Advisory Group, LLC, an RIA firm that specializes in wealth management and pension consulting services. The firm has over $6 billion in assets under management and serves a diverse clientele, including individuals, families, corporations, and state and municipal government entities. Mark has a broad range of experience in investment management, financial planning, and retirement planning. Mark also has a strong commitment to community service. He is a board member of the Rose Bowl Legacy Foundation and the Rose Bowl Institute Advisory Board.
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.
Guidance on pension options to ensure a secure financial future.
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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CA
01/29/2015 - Present
Shuster Advisory Group, LLC (PASADENA CA)
NY
06/12/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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