Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wetterholm is a financial professional with over 35 years of experience in the financial services industry. Mark has a proven track record of providing financial planning and investment management services to individuals, families, businesses, and retirement plans. Mark is currently registered with Next Financial Group, Inc. and has previously worked with several other firms, including Wall Street Financial Group, Inc., California Financial Network, Inc., Brookstreet Securities Corporation, Securities America, Inc., Nationwide Investment Services Corporation, Robert Thomas Securities, Inc, MML Investors Services, Inc., and Dean Witter Reynolds Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar/workshop attendance fees
1
2
CA
10/01/2004 - Present
Next Financial Group, Inc. (BAKERSFIELD CA)
NY
08/15/2002 - 10/01/2004
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
CA
07/17/2001 - 09/12/2002
CALIFORNIA FINANCIAL NETWORK, INC. (BAKERSFIELD CA)
CA
09/14/1999 - 07/20/2001
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
NE
09/20/1994 - 09/01/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
OH
03/01/1994 - 11/26/1996
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
FL
06/26/1992 - 06/29/1994
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MA
04/08/1991 - 05/14/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
09/24/1984 - 04/05/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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