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Mark David Scheidter

PSI Advisors, LLC

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About Mark David Scheidter

Mark David Scheidter is a financial advisor registered with PSI Advisors, LLC and has been in the industry since September 20, 1998. Mark has experience with LPL Financial and Principal Financial Group, among others. Mark Scheidter has earned the Certified Financial Planner designation, is Series 6, 7, and 63 licensed, and has the Securities Industry Essentials Examination. PSI Advisors, LLC is an independent investment advisor firm that provides a range of investment advisory services to individuals, businesses, and charitable organizations. PSI Advisors, LLC offers portfolio management, financial planning, and pension consulting. Mark Scheidter has an extensive background in providing financial guidance and is committed to helping clients achieve their financial goals.

Firm Information

Mark Scheidter is currently registered with PSI Advisors, LLC. PSI Advisors, LLC is an investment advisor headquartered in Tampa, Florida. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management services for individuals and businesses. PSI Advisors has a total of $624,157,332 in regulatory assets under management across 3,025 accounts. The firm's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
PSI Advisors, LLC

13059 W. LINEBAUGH AVE STE. 102

TAMPA, FL 33626

$624.16M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Scheidter’s Registration & Firm History

FL

02/07/2019 - Present

PSI Advisors, LLC (TAMPA FL)

FL

09/21/1998 - 03/07/2018

PRINCIPAL SECURITIES, INC. (TAMPA FL)

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Licenses & Designations

BC

Issued 03/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2002

Series 7 - General Securities Representative Examination

BC

Issued 09/18/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark David Scheidter.
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