Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Steven Shereshovech is a financial professional with over 28 years of experience in the financial services industry. Mark has a strong background in securities trading and holds several industry licenses and certifications, including Series 7, 9, 10, 24, 55, 57TO, and 63. Currently, Mark is associated with Charles Schwab & CO., Inc. as a Registered Representative. Prior to his current role, Mark was affiliated with OLDE DISCOUNT CORPORATION. Mark is dedicated to providing clients with personalized financial advice and strategies that meet their unique needs and 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
02/24/1995 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
MI
06/29/1994 - 07/20/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 07/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/27/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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