Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sheridan is a financial advisor at Buckingham Strategic Partners, LLC. Mark is based in St. Louis, MO and has over 6 years of experience in the financial services industry. Mark is a registered Investment Advisor Representative in Missouri. Mark specializes in providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. Mark has a strong commitment to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
A percentage of the total value of assets under management is charged.
Fee sharing with independent registered investment advisors
1
2
MO
07/19/2024 - Present
Buckingham Strategic Partners, LLC (CLAYTON MO)
MO
05/10/2022 - 06/30/2023
MML INVESTORS SERVICES, LLC (Chesterfield MO)
MO
10/01/2021 - 04/21/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
05/26/2021 - 08/16/2021
CUTTER & COMPANY, INC. (ST. PETERS MO)
MO
03/04/2019 - 05/24/2021
LPL FINANCIAL LLC (ST. LOUIS MO)
MO
06/23/2018 - 12/18/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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