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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 Richard Schreder is a financial advisor at Stifel, Nicolaus & Company, Inc. Mark has been in the financial services industry since 1995. Mark is registered with FINRA and the state of Maryland. Mark provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
10/21/2014 - Present
Stifel, Nicolaus & Company, Inc. (BALTIMORE MD)
MD
01/03/2014 - 10/06/2014
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
MD
03/25/2013 - 01/17/2014
ROBERT W. BAIRD & CO. INCORPORATED (TOWSON MD)
MD
06/01/2009 - 04/10/2013
MORGAN STANLEY (HUNT VALLEY MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
03/04/2002 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
09/30/1997 - 03/01/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
10/23/1996 - 09/08/1997
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
CA
02/10/1995 - 05/12/1995
BARABAN SECURITIES, INC. (LOS ANGELES CA)
CO
02/18/1994 - 09/30/1994
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
NJ
11/25/1992 - 02/01/1993
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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