Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Knutson is a financial advisor with over 40 years of experience in the industry. Mark currently works with Osaic Wealth, Inc. in their LEHI, UT office. Mark has previously worked with Woodbury Financial Services, Inc., Hartford Equity Sales Company Inc., AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, and Equitable Variable Life Insurance Company. Mark holds the Series 6, Series 63, and SIE licenses. Mark is a Certified Financial Planner and offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
01/19/2024 - Present
Osaic Wealth, Inc. (LEHI UT)
UT
10/28/2003 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (LEHI UT)
CT
12/22/1993 - 01/02/2008
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
02/23/1984 - 08/14/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/19/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
12/19/1983 - 12/31/1996
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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