Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Schindler is a financial advisor with over 40 years of experience in the industry. Mark is a registered representative of GWN Securities Inc. and has been with the firm since February 2014. Mark also has a strong background in working with clients on their financial planning needs. Mark has a wide range of experience working with different types of clients including high-net-worth individuals, corporations, and individuals. Mark holds Series 7, 24, 63, and 65 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.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
02/14/2014 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CA
06/27/2007 - 02/19/2014
PLANMEMBER SECURITIES CORPORATION (NORTHRIDGE CA)
CA
03/05/1996 - 06/27/2007
BROOKSTREET SECURITIES CORPORATION (NORTHRIDGE CA)
NY
08/15/1995 - 03/14/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CA
10/11/1994 - 05/04/1995
ASB FINANCIAL SERVICES (IRVINE CA)
CA
05/30/1992 - 11/08/1994
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
06/21/1989 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
08/10/1987 - 06/06/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
06/24/1982 - 07/31/1987
NORSTAR BROKERAGE CORPORATION
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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