Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Everett Schrader is a financial advisor with over 35 years of experience in the financial services industry. Mark is currently a Registered Representative and Investment Advisor Representative with Arete Wealth Advisors, LLC. Mark has previously held positions with a number of firms including National Securities Corporation, Oppenheimer & Co. Inc., Citigroup Global Markets Inc. and WM Financial Services, Inc. Mark holds Series 3, 7, 63 and 65 licenses. Mark is currently licensed to provide investment advisory services in Florida and New York. Mark specializes in providing financial planning services to high-net-worth individuals and families. Mark has a strong track record of success in helping clients achieve their financial goals. Mark is also active in the community and serves on the Board of Directors of Island's End Golf & Country Club.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
IL
07/20/2022 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
NY
08/05/2016 - 07/20/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
06/26/2008 - 08/08/2016
OPPENHEIMER & CO. INC. (HAUPPAUGE NY)
NY
05/29/2007 - 07/08/2008
CITIGROUP GLOBAL MARKETS INC. (SYOSSET NY)
NY
12/11/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (JERICHO NY)
CA
05/01/2002 - 11/04/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
09/20/2001 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
MO
10/01/2000 - 09/14/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/17/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/12/1996 - 05/01/2000
DIME SECURITIES, INC. (BROOKLYN NY)
CA
07/31/1995 - 02/09/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
TX
02/01/1995 - 07/20/1995
BHCM INC. (HOUSTON TX)
VA
02/06/1991 - 02/01/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
05/29/1990 - 03/08/1991
G. R. PHELPS & CO., INC.
MA
03/11/1989 - 01/27/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/11/1989 - 01/27/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
04/20/1988 - 02/13/1989
ADVEST, INC. (HARTFORD CT)
NA
11/17/1987 - 04/28/1988
J. T. MORAN & CO., INC.
NA
10/18/1985 - 12/23/1987
INVESTORS CENTER INCORPORATED
NA
07/23/1985 - 09/30/1985
THE STUART-JAMES COMPANY, INC.
IA
Issued 12/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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