Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Randall Shoultz is a financial advisor with over 10 years of experience in the industry. Mark is currently registered with USAA Investment Services Co. and is licensed in 53 states. Mark has also previously worked with USAA Financial Advisors, Inc., SunTrust Investment Services, Inc. and Morgan Stanley & Co. Incorporated. Mark holds the Series 7, 31, and 66 licenses as well as the SIE.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
AZ
11/06/2020 - Present
Usaa Investment Services Co. (Phoenix AZ)
AZ
03/05/2012 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
NC
10/06/2010 - 01/03/2011
SUNTRUST INVESTMENT SERVICES, INC. (RALEIGH NC)
NC
02/22/2008 - 12/03/2008
MORGAN STANLEY & CO. INCORPORATED (RALEIGH NC)
BOTH
Issued 03/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Shoultz is the right advisor for you? Invested Better is here to help.
