Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gerald Schirmer is a financial advisor in Orlando, Florida. Mark has been in the financial services industry since August 20, 2002. He is currently registered with Charles Schwab & CO., Inc. Mark has previously been registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PNC INVESTMENTS, and FIFTH THIRD SECURITIES, INC. Mark's firm, Charles Schwab & CO., Inc. is a large financial services firm with over 900,000 clients and over $50 billion in assets under management.
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
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2
FL
01/12/2018 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
01/04/2016 - 01/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
01/19/2012 - 01/12/2016
PNC INVESTMENTS (ORLANDO FL)
FL
07/23/2010 - 01/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
05/28/2008 - 07/09/2010
FIFTH THIRD SECURITIES, INC. (ORLANDO FL)
FL
07/27/2001 - 06/06/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALTAMONTE SPRINGS FL)
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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