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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Oldenburg is an Investment Advisor Representative with SPC, located in Ann Arbor, MI. Mark has been in the financial industry since December 8, 1990. Mark also holds registrations in Texas as an Investment Advisor Representative. Before joining SPC, Mark worked at AXA Advisors, LLC in Grand Rapids, MI, and The Equitable Life Assurance Society of the United States in New York, NY. Mark specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. Mark also provides education seminars and selection of other advisors.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
08/30/2022 - Present
SPC (ANN ARBOR MI)
MI
05/12/1993 - 11/16/2012
AXA ADVISORS, LLC (GRAND RAPIDS MI)
NY
05/12/1993 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IN
07/30/1991 - 05/11/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/30/1991 - 05/11/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
12/03/1990 - 07/23/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/03/1990 - 07/23/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 11/18/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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