Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sekera is a financial advisor at Charles Schwab & CO., Inc. and has been in the industry since March 5, 1992. Mark is registered as a Registered Representative with both FINRA and the state of Pennsylvania and is also an Investment Advisor Representative in the state of Pennsylvania. In addition to his role at Charles Schwab, Mark also has other business interests, including real estate property management and firefighting. Mark is a highly experienced and knowledgeable financial advisor, and has a strong track record of providing sound financial advice and guidance to his clients.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
PA
05/15/2020 - Present
Charles Schwab & CO., Inc. (Cranberry Township PA)
PA
03/28/2013 - 03/30/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
PA
01/21/2009 - 02/21/2013
VALIC FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
PA
06/17/2003 - 12/10/2008
FIDELITY BROKERAGE SERVICES LLC (WEXFORD PA)
TX
11/19/1991 - 08/12/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
05/15/1991 - 11/21/1991
PITTSBURGH INVESTMENT BROKERS, INC. (PITTSBURGH PA)
MN
01/25/1990 - 06/05/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/25/1990 - 06/05/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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