Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Andrew Schang is a financial advisor at Edward Jones. Mark has been in the financial services industry since 2006. Mark has earned the Certified Financial Planner designation. Mark is registered in 28 states and is a licensed investment advisor in Oregon and Texas. Mark is also licensed to sell securities in Oregon and Texas. Mark has experience working for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark's current employer, Edward Jones, is a publicly traded company with headquarters in St. Louis, Missouri. The firm has over 19,000 financial advisors nationwide. Edward Jones' client base is diverse and includes individuals, corporations, partnerships, pension plans, and charitable organizations. The firm provides investment advice and financial planning services. Mark is available to discuss your financial planning and investment needs.
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.
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.
See schedule d - miscellaneous
1
2
OR
08/26/2014 - Present
Edward Jones (BEND OR)
OR
06/01/2009 - 08/07/2009
MORGAN STANLEY SMITH BARNEY (BEND OR)
OR
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEND OR)
OR
11/03/2006 - 01/22/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
BOTH
Issued 12/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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