Unclaimed
Mark Schneider is a registered investment advisor representative with Fifth Third Securities, Inc. Mark has been in the financial services industry since 2014 and has a broad range of experience. Mark specializes in providing financial planning, portfolio management for businesses and individuals, and investment advisory services to clients across a variety of states.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
10/01/2020 - Present
Fifth Third Securities, Inc. (CHARDON OH)
OH
04/28/2017 - 06/27/2018
THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)
OH
09/09/2015 - 12/01/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEVELAND OH)
OH
05/05/2010 - 09/13/2012
PRINCOR FINANCIAL SERVICES CORPORATION (WILLOUGHBY OH)
OH
09/15/2008 - 03/31/2009
ROYAL ALLIANCE ASSOCIATES, INC. (MEDINA OH)
OH
05/28/2007 - 06/18/2008
CHASE INVESTMENT SERVICES CORP. (WILLOUGHBY OH)
IA
Issued 9/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 6/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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