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Mark Alan Wiseman

CPS Financial & Insurance Services, Inc.

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About Mark Alan Wiseman

Mark Wiseman is a financial advisor who has been in the industry since 1999. Mark is currently registered with CPS Financial & Insurance Services, Inc. and has previously worked with Capital Synergy Partners, First Heartland Capital, Inc., ING Financial Partners, Inc., Woodbury Financial Services, Inc., Hartford Equity Sales Company Inc., and Carillon Investments, Inc. Mark holds a Series 6 and a Series 63 license, as well as the Securities Industry Essentials Examination. Mark has a history of working in California and Tennessee and has a current approved registration in both states.

Firm Information

Mark Wiseman is currently registered with CPS Financial & Insurance Services, Inc.. CPS Financial & Insurance Services, Inc. is a Corporation that was formed on April 1, 1996. The firm is registered with the Securities and Exchange Commission and in 36 states.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark Wiseman’s Registration & Firm History

CA

02/22/2019 - Present

CPS Financial & Insurance Services, Inc. (IRVINE CA)

CA

10/17/2015 - 12/31/2018

CAPITAL SYNERGY PARTNERS (IRVINE CA)

MO

02/04/2013 - 09/22/2015

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

TN

12/02/2010 - 12/31/2012

ING FINANCIAL PARTNERS, INC. (MEMPHIS TN)

TN

08/26/2004 - 06/15/2009

WOODBURY FINANCIAL SERVICES, INC. (MEMPHIS TN)

TN

07/22/2004 - 07/09/2008

HARTFORD EQUITY SALES COMPANY INC. (MEMPHIS TN)

OH

04/28/1997 - 06/24/2004

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 04/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Alan Wiseman.
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