Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gerard Holowicki is a financial advisor who has been in the industry since 1994. Mark is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2006. Previously, Mark was with NATCITY INVESTMENTS, INC. and NATCITY INSURANCE SERVICES, INC. Mark has Series 7, 63 and 65 licenses and holds FINRA registrations. Mark specializes in various areas such as financial planning and investment consulting. Mark provides services to a variety of clients including individuals, high net worth individuals, corporations, and other businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
08/15/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
05/04/2000 - 05/31/2006
NATCITY INVESTMENTS, INC. (TROY MI)
OH
04/27/1994 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
IA
Issued 10/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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