Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Schild is a financial advisor with T. Rowe Price Associates, Inc., based in COLORADO SPRINGS, CO. Mark has been in the industry since 2004 and holds various licenses and registrations, including Series 66, Series 10, Series 9, and Series 7. Mark has previously worked at CHARLES SCHWAB & CO., INC. and WELLS FARGO INVESTMENTS, LLC. Mark specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
07/24/2024 - Present
T. Rowe Price Associates, Inc. (COLORADO SPRINGS CO)
CO
10/13/2009 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
03/27/2007 - 12/18/2008
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
04/15/2004 - 03/27/2007
WELLS FARGO INVESTMENTS, LLC (DENVER CO)
BOTH
Issued 08/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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