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 Schafer is a financial advisor with Raymond James Financial Services Advisors, Inc. Mark Schafer has been in the industry since 2005 and has experience with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Mark Schafer provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NE
05/16/2022 - Present
Raymond James Financial Services Advisors, Inc. (NORTH PLATTE NE)
NE
01/01/2008 - 04/04/2019
WELLS FARGO CLEARING SERVICES, LLC (NORTH PLATTE NE)
NE
05/18/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTH PLATTE NE)
BOTH
Issued 05/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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