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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 Schneider is a financial advisor with over 30 years of experience in the financial services industry. Mark has worked with Ameriprise Financial Services, LLC since 2020. Prior to that, Mark was a financial advisor with WELLS FARGO CLEARING SERVICES, LLC for 20 years and DEAN WITTER REYNOLDS INC. for less than two years. Mark has a broad range of experience in financial planning, portfolio management, and retirement planning. Mark works with individuals, families, and businesses to help them achieve their financial goals. Mark is dedicated to providing his clients with personalized advice and guidance to help them make informed financial decisions.
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.
Asset allocation services
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.
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2
MI
05/05/2020 - Present
Ameriprise Financial Services, LLC (FARMINGTON HILLS MI)
MI
01/04/2000 - 05/05/2020
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)
NY
08/03/1998 - 12/22/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
OH
09/24/1987 - 08/05/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 03/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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