Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Schatzel is a financial advisor with LPL Financial LLC in WEST CHESTER, PA. Mark has been in the industry since 2003 and has experience with several firms including TFS Securities, Inc., Stancorp Equities, Inc., Lincoln Financial Distributors, Inc., and Vanguard Marketing Corporation. Mark is registered to provide advisory services in Delaware, Florida, Indiana, Louisiana, Maryland, New Jersey, New York, Oregon, Pennsylvania, and Vermont. Mark has a Series 6, 7, 63, and 65 license, and the SIE exam.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
12/27/2016 - Present
LPL Financial LLC (WEST CHESTER PA)
PA
05/14/2015 - 12/27/2016
TFS SECURITIES, INC. (KING OF PRUSSIA PA)
PA
05/16/2014 - 05/04/2015
STANCORP EQUITIES, INC. (WAYNE PA)
PA
10/10/2011 - 04/16/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
12/07/2001 - 01/07/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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