Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kazmac is an investment advisor representative who has been in the industry since 1975. Mark is currently registered with Wealthstream Advisors, Inc. in New York and Texas. Mark is also registered as an insurance broker with Mark Kazmac and Assoc. Inc., in New York. Mark has experience working with individuals, high net worth individuals, corporations, businesses, pension and profit sharing plans, and charitable organizations. Mark's firm manages over $1.34 billion in assets.
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.
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
08/31/2021 - Present
Wealthstream Advisors, Inc. (NEW YORK NY)
NY
05/02/2000 - 11/02/2009
MML INVESTORS SERVICES, INC. (NEW YORK NY)
MA
10/08/1997 - 04/18/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
VT
01/01/1994 - 10/07/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
02/18/1982 - 05/16/1988
PRUCO SECURITIES CORPORATION
NA
10/20/1978 - 05/13/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
03/02/1981 - 12/29/1982
M. H. LEBLANG, INC.
NA
03/01/1975 - 06/29/1979
NML EQUITY SERVICES, INC.
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/1975
Series 1 - Registered Representative Examination
Active
Inactive
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