Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Heusinkveld is a financial advisor with Charles Schwab & CO., Inc. Mark has been in the financial services industry since April 2014 and has a total of 7 years of experience. Mark has the Series 6, 7, 9, 10, 63, and 66 licenses. Mark has a wide range of experience in the financial services industry, working at TD Ameritrade, Inc., WELLS FARGO ADVISORS, LLC and Chase Investment Services Corp. before joining Charles Schwab & CO., Inc.
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
1
2
PA
11/03/2015 - Present
Charles Schwab & CO., Inc. (Philadelphia PA)
PA
09/16/2022 - 07/29/2024
TD AMERITRADE, INC. (Philadelphia PA)
PA
03/12/2015 - 09/04/2015
WELLS FARGO ADVISORS, LLC (JENKINTOWN PA)
NY
08/07/2007 - 08/21/2008
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 04/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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