Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Schechter is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 1992. Mark has been registered with the state of Texas as an investment advisor representative and broker dealer representative. Mark has a variety of experience working for a number of firms in the financial services industry, including TIAA-CREF Individual & Institutional Services, LLC, Morgan Keegan & Company, Inc., Legg Mason Wood Walker, Incorporated, Wachovia Securities, Inc., First Union Capital Markets Corp., American Funds Distributors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark has experience working with high-net-worth individuals, corporations, individuals, charitable organizations, insurance companies and pension plans. Mark has the Series 63, 65, 66 and 7 securities licenses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
03/02/2021 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
09/09/2020 - 01/14/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
08/20/2018 - 09/04/2020
J.P. MORGAN SECURITIES LLC (Plano TX)
TN
08/18/2011 - 11/06/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MD
08/28/2002 - 09/13/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
10/01/1999 - 08/14/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
08/30/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
CA
07/19/1993 - 08/19/1994
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
09/11/1992 - 01/12/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 9/13/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
M
MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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