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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eric Jackowitz is a financial advisor who has been in the industry since 1996. Mark is currently registered with Voya Financial Advisors, Inc., and has been with them since 2014. Mark is also registered as an investment advisor in Connecticut, New York, and Texas. Mark has held previous registrations with several firms, including ING Financial Advisors, LLC, Systematized Benefits Administrators, Inc. and Aetna Financial Services, Inc. Mark's expertise includes financial planning, portfolio management for individuals and businesses, and the selection of other advisors. He also provides educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
04/30/2020 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
NY
02/02/1996 - 01/31/2011
ING FINANCIAL ADVISERS, LLC (LATHAM NY)
CT
06/26/2001 - 11/18/2003
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
06/05/2000 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/03/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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