Mark Schneider, financial advisor Chardon OH

Mark Schneider

CRD Number: 5304457
Current Firm: Fifth Third Securities, Inc.

Mark Schneider (CRD# 5304457) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Chardon, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fifth Third Securities Columbus, OH May 2020 - Current 4
Fifth Third Bank Columbus, OH May 2019 - Current 5
Geauga County Engineers Office Chardon, OH Jul 2018 - Apr 2019 < 1
The Huntington Investment Company Columbus, OH Apr 2017 - Jun 2018 1
The Huntington National Bank Cleveland Heights, OH Jan 2017 - Jun 2018 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2015 - Nov 2016 1
Northwestern Mutual Investment Services LLC Cleveland, OH Aug 2015 - Nov 2016 1
Unemployed Chardon, OH Jan 2015 - Aug 2015 < 1
Hylant Toledo, OH Nov 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Sep 2020
Contact Info for Mark R. Schneider
Phone Number: 888-889-1025
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,983
    MILLIONS
  • Total Number of Accounts
    40,143
    ACCOUNTS
  • Average Account Value
    $198,861
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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