Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Willis is a financial advisor with over 24 years of experience in the industry. Mark is currently registered with Cetera Investment Advisers LLC in Simsbury, CT. Mark has previously worked for VOYA FINANCIAL ADVISORS, INC., ING INVESTMENTS DISTRIBUTOR, LLC, AELTUS CAPITAL, INC, FINANCIAL NETWORK INVESTMENT CORPORATION, and AETNA FINANCIAL SERVICES, INC. Mark has a strong track record of helping clients achieve their financial goals. Mark specializes in financial planning, portfolio management, and pension consulting. He also offers educational seminars to help clients understand their financial options. Mark is dedicated to providing his clients with personalized service and guidance.
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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CT
06/29/2023 - Present
Cetera Investment Advisers LLC (SIMSBURY CT)
CT
04/18/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (simsbury CT)
CT
01/08/2002 - 05/23/2013
ING INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
CT
08/10/2000 - 12/31/2001
AELTUS CAPITAL, INC (HARTFORD CT)
CA
06/18/1999 - 08/22/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
12/23/1996 - 07/05/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 03/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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