Mark D. Schlosser
Professional summary
Mark Dean Schlosser, CFP® is a registered financial advisor currently at SCHLOSSER FINANCIAL SERVICES, INC. located in Seaside Park, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 9 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Dean Schlosser's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
April 4, 2005 - Present
SCHLOSSER FINANCIAL SERVICES, INC.
September 18, 1996 - February 7, 1997
CINCINNATI ANALYSTS, INC.
July 27, 1995 - September 18, 1996
PRUCO SECURITIES, LLC.
October 18, 1994 - May 31, 1995
MARKETING ONE SECURITIES, INC.
October 11, 1993 - October 27, 1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
October 11, 1993 - October 27, 1994
OSAIC FA, INC.
January 14, 1993 - September 28, 1993
CAPITAL BROKERAGE CORPORATION
August 28, 1992 - January 11, 1993
FLEET ENTERPRISES, INC.
May 13, 1991 - June 4, 1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
May 13, 1991 - June 4, 1992
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2005)
Exams
Current Firm
SCHLOSSER FINANCIAL SERVICES, INC.
CRD#: 128809 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 98,000,000 |
Red Flags
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