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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $430,851
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Schlosser Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark D. Schlosser
CRD#: 2140801
Seaside Park, 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.

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