Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Schoenbeck is a financial advisor registered with Kestra Advisory Services, LLC based in Austin, Texas. Mark is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Mark has been in the financial industry since 1995 and has a broad range of experience in investment management, financial planning, and portfolio management for individuals and businesses. Mark has held various roles with prominent financial institutions throughout their career, including Capital Brokerage Corporation, Jackson National Life Distributors LLC, and Mutual Service Corporation. Mark is passionate about helping individuals and families achieve their financial goals.
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.
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
TX
04/22/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CO
01/13/2011 - 01/07/2016
CURIAN CLEARING, LLC (DENVER CO)
CA
04/20/2007 - 01/06/2011
CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)
TN
01/09/2006 - 04/12/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MA
06/21/2000 - 06/10/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
MD
07/16/1999 - 06/23/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
CA
08/18/1995 - 06/30/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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