Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edwin Kluge is an investment advisor representative with Osaic Wealth, INC. Mark has been in the financial services industry for over 30 years and has a wide range of experience in providing financial advice and guidance to individuals, families, and businesses. Mark has previously worked with Securities America, INC. and Wall Street Financial Group, INC.. Mark has a wide range of experience in providing financial advice and guidance to individuals, families, and businesses, and is dedicated to helping clients achieve their financial goals.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
01/15/2009 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
04/24/2000 - 12/31/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
01/04/2000 - 11/30/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
07/02/1996 - 12/08/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
MA
10/30/1984 - 05/23/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/30/1984 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BOTH
Issued 2/9/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 8/7/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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