Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wolter is a financial advisor with over 25 years of experience in the industry. Mark is registered with Harbour Investments, Inc. and has a Series 7, Series 24, Series 31, Series 63 and Series 66 licenses. Mark specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, insurance companies, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Mark's expertise in these areas, combined with their commitment to providing personalized service, has earned the respect of clients and peers alike.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
12/01/2023 - Present
Harbour Investments, Inc. (LIBERTYVILLE IL)
IL
03/22/2019 - 11/30/2023
GRADIENT SECURITIES, LLC (McHenry IL)
IL
11/18/2016 - 03/26/2019
HARBOUR INVESTMENTS, INC. (McHenry IL)
IL
11/12/2007 - 12/07/2016
LPL FINANCIAL LLC (MCHENRY IL)
IL
09/12/2000 - 11/19/2007
A. G. EDWARDS & SONS, INC. (BARRINGTON IL)
MO
01/01/1997 - 09/29/2000
EDWARD JONES (ST. LOUIS MO)
NA
06/06/1991 - 01/27/1992
BARING & BROWN, INC.
BOTH
Issued 12/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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