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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Michael Oswald is a financial advisor with over 30 years of experience in the financial services industry. Mark has worked with a variety of firms including H. Beck, Inc., SII Investments, Inc., Investment Centers of America, Inc., Princor Financial Services Corporation, Robert W. Baird & Co. Incorporated, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Currently, Mark is a registered Investment Advisor Representative with Fuse Partners, LLC. Mark holds the Series 63, Series 65, Series 7, and Series 8 licenses.
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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TX
01/12/2024 - Present
Fuse Partners, LLC (DALLAS TX)
GA
03/10/2022 - 10/17/2023
BRIDGE CAPITAL ASSOCIATES, INC. (Norcross GA)
WI
12/08/2009 - 05/10/2019
H. BECK, INC. (ELM GROVE WI)
WI
06/02/1998 - 12/07/2009
SII INVESTMENTS, INC. (BROOKFIELD WI)
WI
10/11/2000 - 06/27/2003
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
IA
03/07/1997 - 05/28/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
WI
01/04/1994 - 02/06/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
02/14/1992 - 02/03/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/14/1992 - 02/03/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MN
01/24/1990 - 11/26/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/1990 - 11/26/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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