Mark Schneider (CRD# 2946957) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 26 years of experience in the finance industry. Mark Schneider has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Jersey City, NJ | Sep 2023 - Current | < 1 |
| Securities America, Inc. | La Vista, NE | May 2018 - Current | 6 |
| Lozier Corporation | Omaha, NE | Jul 2017 - May 2018 | < 1 |
| Zeiders Enterprises | Bellevue, NE | Mar 2017 - Jun 2017 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Sep 2016 - Feb 2017 | < 1 |
| Northwestern Mutual Investment Services LLC | Omaha, NE | Aug 2016 - Feb 2017 | < 1 |
| Tim Harrison | Omaha, NE | Jun 2016 - Feb 2017 | < 1 |
| S&b Investments LLC | Papillon, NE | Jan 2003 - Dec 2016 | 13 |
| Charles Schwab Bank | Omaha, NE | Feb 2005 - Apr 2016 | 11 |
| Charles Schwab & Company, Inc. | Omaha, NE | Dec 1998 - Apr 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NE
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
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