Unclaimed
Mark Schwitz is a financial professional with over 35 years of experience in the industry. Mark holds Series 6, 26 and 63 licenses and the SIE exam. Mark is currently registered with Allstate Financial Services, LLC and has been with the firm since July 27, 2010. Mark has previously worked with PRUCO Securities, LLC. Mark is licensed in Indiana and Michigan.
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.
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.
1
2
IN
07/27/2010 - Present
Allstate Financial Services, LLC (MISHAWAKA IN)
IN
03/18/1986 - 07/16/2010
PRUCO SECURITIES, LLC. (GRANGER IN)
BC
Issued 12/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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