Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Aigner is a registered investment advisor representative with Saxony Capital Management, LLC. Mark has been in the industry since September 5, 1995. Mark holds Series 63, 66, 7, 9, 10, 31 and SIE licenses. Mark has previously worked at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and CitiCorp Investment Services.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees to ria's, finders fees, fees third party manager
1
2
MI
01/06/2025 - Present
Saxony Capital Management, LLC (Suttons Bay MI)
MI
01/01/2008 - 05/13/2013
WELLS FARGO ADVISORS, LLC (TRAVERSE CITY MI)
IL
01/21/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE FOREST IL)
NY
08/16/1995 - 01/23/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 09/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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