Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Jay Schwimer has been in the financial services industry since June 27, 1998. Mark is currently a registered representative and investment advisor representative with Grove Point Advisors, LLC. Mark has previously been associated with PNC INVESTMENTS, J.J.B. HILLIARD, W.L. LYONS, INC., and PARKER/HUNTER INCORPORATED. Mark holds Series 7, Series 63, and Series 65 licenses as well as the Securities Industry Essentials Examination (SIE). Mark specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
PA
01/01/2004 - 12/16/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/08/2001 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
10/30/1997 - 06/08/2001
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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