Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Schubert is a financial advisor with over 20 years of experience in the industry. Mark has a strong background in the investment industry, having previously worked for prominent firms such as Securities America, Inc. and Allianz Life Financial Services, LLC. Mark holds the Series 6, Series 63, and SIE licenses. Currently, Mark is affiliated with Osaic Wealth, Inc., a firm that specializes in financial planning, pension consulting, and portfolio management.
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.
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AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
AL
03/18/2020 - 07/17/2020
INVESTACORP, INC. (Birmingham AL)
AL
05/30/2017 - 01/22/2020
INVESTACORP, INC. (Birmingham AL)
NJ
03/03/2015 - 11/02/2016
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MN
08/06/2008 - 03/04/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
TN
02/27/2002 - 07/08/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CA
08/24/2000 - 12/31/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CO
05/30/2000 - 08/11/2000
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
AZ
08/14/1999 - 05/31/2000
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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