Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Milewski is a financial advisor at Valic Financial Advisors, Inc. Mark has been in the financial industry since 2000 and holds the Series 6, 7, 63, and 65 licenses. Mark specializes in offering financial planning, portfolio management for individuals and selection of other advisers. Mark also recommends wrap accounts to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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NJ
05/14/2018 - Present
Valic Financial Advisors, Inc. (MOUNT LAUREL NJ)
NJ
02/13/2018 - 05/22/2018
SANTANDER SECURITIES LLC (LAWRENCEVILLE NJ)
PA
12/18/2013 - 01/08/2018
CITIZENS SECURITIES, INC. (LANGHORNE PA)
PA
04/06/2011 - 08/28/2013
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
PA
05/09/2008 - 11/02/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BLUE BELL PA)
PA
05/09/2008 - 11/02/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (BLUE BELL PA)
GA
10/01/2000 - 04/30/2008
WACHOVIA SECURITIES, LLC (ATLANTA GA)
NC
08/14/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/15/2000 - 06/02/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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