Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Born Schwendeman is a registered investment advisor representative with Valmark Advisers, Inc. Mark has been in the financial services industry since 1981. Mark is currently registered in Ohio, South Carolina, Texas and West Virginia. Mark is also registered as an investment advisor representative in Ohio. Mark has experience working at multiple firms including New England Securities, SII Investments, Inc., Washington Square Securities, Inc., Travelers Equities Sales, Inc., The Mutual Life Insurance Company of New York and MONY Securities Corp.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
01/07/2011 - Present
Valmark Advisers, Inc. (MARIETTA OH)
OH
10/06/2004 - 04/06/2009
NEW ENGLAND SECURITIES (MARIETTA OH)
WI
10/29/1998 - 10/14/2004
SII INVESTMENTS, INC. (APPLETON WI)
CT
02/02/1998 - 10/28/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
04/27/1988 - 12/31/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
03/26/1986 - 05/05/1988
TRAVELERS EQUITIES SALES, INC.
NA
09/14/1981 - 04/17/1986
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
09/14/1981 - 04/15/1986
MONY SECURITIES CORP.
BC
Issued 09/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Schwendeman is the right advisor for you? Invested Better is here to help.
