Mark KizerCRD Number: 4435653
Current Firm: Charles Schwab & Company, Inc.
Mark Kizer (CRD# 4435653) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Scottsdale, AZ and has over 16 years of experience in the finance industry. Mark Kizer 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.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Delve Research||Tempe, AZ||Sep 2010 - Current||7|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Oct 2006 - Current||11|
|Charles Schwab Bank||Phoenix, AZ||Oct 2006 - Current||11|
|Greater Phoenix Fpa||Scottsdale, AZ||Aug 2008 - Jan 2009||< 1|
|Aig Sunamerica Capital Services, Inc.||Jersey City, NJ||Jan 2006 - Sep 2006||< 1|
|Aig Sunamerica||Woodland Hills, CA||Dec 2005 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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, VI, VT, WA, WI, WV