Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Schlossenberg is an Investment Advisor Representative at Foundations Investment Advisors LLC. Mark has been in the financial services industry since 2012 and holds Series 63, 65, and 7 licenses as well as the SIE designation. Mark has been working with clients in the areas of financial planning and portfolio management for individuals and investment companies. Mark is also a board member at Shoresh Inc. and contributes 10 hours per month to the organization. Mark is registered with the state of Maryland to provide investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
MD
10/02/2024 - Present
Foundations Investment Advisors LLC (GERMANTOWN MD)
MD
03/13/2014 - 11/21/2017
H. BECK, INC. (ROCKVILLE MD)
MD
08/30/2012 - 03/19/2014
NYLIFE SECURITIES LLC (BETHESDA MD)
MD
05/14/2012 - 07/26/2012
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
IA
Issued 12/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mark Schlossenberg is the right advisor for you? Invested Better is here to help.
