Schlosser Financial Services, Inc.
Schlosser Financial Services, Inc. (CRD# 128809) is a financial advisory firm headquartered in , . They manage $81,000,000 in 188 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management81MILLION
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Total Number of Accounts188ACCOUNTS
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Average Account Value$430,851
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ
Mark Schlosser (CRD# 2140801) is an Investment Advisor Representative working at Schlosser Financial Services, Inc. in Seaside Park, NJ and has over 31 years of experience in the finance industry. Mark Schlosser 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.