Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Schaffer is a financial advisor with over 25 years of experience in the financial services industry. Mark currently works at Armstrong Advisory Group Inc. based in Needham, MA, where he provides financial planning and portfolio management services to individuals, families, and businesses. Prior to joining Armstrong Advisory Group Inc., Mark was a financial advisor at Securities America Advisors, Inc. and ScotTrade, Inc. Mark is a Certified Financial Planner and a Chartered Financial Consultant. Mark has experience with a wide range of financial products and services, including insurance and investment products.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/03/2022 - Present
Armstrong Advisory Group Inc. (NEEDHAM MA)
CT
10/31/2017 - 06/02/2022
SECURITIES AMERICA, INC. (WALLINGFORD CT)
CT
09/07/2016 - 10/31/2017
SCOTTRADE, INC. (MANCHESTER CT)
CT
09/02/2014 - 01/28/2016
SECURITIES AMERICA, INC. (WATERBURY CT)
CT
02/25/2014 - 08/23/2014
INFINEX INVESTMENTS, INC. (ELLINGTON CT)
CT
02/03/2014 - 02/14/2014
SECURITIES SERVICE NETWORK, INC. (EAST HARTFORD CT)
CT
08/10/2011 - 10/10/2013
SANDERS MORRIS HARRIS INC. (FARMINGTON CT)
CT
06/05/2007 - 08/01/2011
RDM INVESTMENT SERVICES, INC. (WESTPORT CT)
CT
08/03/2005 - 05/22/2007
ROYAL ALLIANCE ASSOCIATES, INC. (DANBURY CT)
CT
04/13/1999 - 07/21/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
12/02/1998 - 03/30/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
01/02/1997 - 12/02/1998
FIS SECURITIES, INC. (BOSTON MA)
IN
10/26/1994 - 12/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
NJ
02/21/1994 - 10/12/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/23/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Mark Schaffer is the right advisor for you? Invested Better is here to help.
