Unclaimed
Mark Andrew Senseman is an investment advisor representative with The Wealth Consulting Group, based in Phoenix, AZ. Mark has been in the industry for over 37 years, and holds Series 4, 7, 24, 52TO, 53, 63, and 65 licenses. He is registered with the state of Arizona and Texas. Mark has experience with various client types including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. His firm, The Wealth Consulting Group, provides financial planning, portfolio management, 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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
11/18/2014 - Present
THE Wealth Consulting Group (Phoenix AZ)
AZ
11/13/2014 - 12/31/2021
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
01/04/1996 - 11/17/2014
NEW ENGLAND SECURITIES (PHOENIX AZ)
NA
01/14/1994 - 12/31/1995
NEW ENGLAND SECURITIES
PA
05/17/1993 - 01/14/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
06/28/1985 - 05/20/1993
G. R. PHELPS & CO., INC.
NA
03/31/1986 - 04/22/1986
LAWSON FINANCIAL CORPORATION
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/26/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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