Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Schulten is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with over 2,000 employees and assets under management in excess of $150 billion. Mark has been in the financial services industry for over 30 years and holds Series 3, 7, and 63 securities licenses as well as a Series 65 investment advisor license. He is also a Certified Financial Planner. Mark has experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. He is committed to helping his clients achieve their financial goals through a personalized approach.
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.
Investment consulting services to institutional clients
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.
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2
NV
10/16/2019 - Present
Wells Fargo Advisors Financial Network, LLC (HENDERSON NV)
CA
02/06/2009 - 10/16/2019
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
07/31/1993 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (LONG BEACH CA)
NY
07/10/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
09/20/1988 - 07/17/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 07/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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