Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Witt is a registered investment advisor with J.P. Morgan Securities LLC. Mark has been in the industry since 1998. Mark specializes in working with high-net-worth individuals, corporations, insurance companies, and charitable organizations. Mark has provided financial planning, pension consulting, and portfolio management for individuals and businesses for over 20 years. Mark's firm also provides selection of other advisors and portfolio management for businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
10/27/2022 - Present
J.p. Morgan Securities LLC (Hingham MA)
RI
04/11/2017 - 10/14/2022
CITIZENS SECURITIES, INC. (JOHNSTON RI)
MA
10/17/2012 - 04/05/2017
SANTANDER SECURITIES LLC (Worcester MA)
MA
10/22/2008 - 10/09/2012
CCO INVESTMENT SERVICES CORP. (HYDE PARK MA)
MA
05/27/2008 - 10/10/2008
LPL FINANCIAL CORPORATION (TOWNSEND MA)
MA
12/08/2000 - 05/27/2008
IFMG SECURITIES, INC. (WORCESTER MA)
MA
08/28/1998 - 12/04/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 09/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mark Witt is the right advisor for you? Invested Better is here to help.
