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Mark John Lishchynsky

World Equity Group, Inc.

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About Mark John Lishchynsky

Mark John Lishchynsky is a registered representative at World Equity Group, Inc. in Schaumburg, Illinois. Mark has been in the securities industry since November 16, 1996. Mark holds the Series 7, 9, 10, 24, 63, and 66 licenses. Mark has experience with portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals. Mark has been registered with World Equity Group, Inc. since July 24, 2013.

Firm Information

Mark Lishchynsky is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Lishchynsky’s Registration & Firm History

IL

07/24/2013 - Present

World Equity Group, Inc. (Schaumburg IL)

IL

03/27/2012 - 07/12/2012

BEST DIRECT SECURITIES, LLC (CHICAGO IL)

IL

05/25/2011 - 03/16/2012

WORLD EQUITY GROUP, INC. (CHICAGO IL)

IL

01/18/2011 - 05/04/2011

BEST DIRECT SECURITIES, LLC (CHICAGO IL)

IL

03/19/2009 - 11/04/2010

BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)

IL

12/08/2006 - 02/05/2009

INTEROCEAN SECURITIES LLC (CHICAGO IL)

TX

02/28/2006 - 03/03/2006

SECURITRADE CORPORATION (IRVING TX)

TX

08/17/2005 - 02/17/2006

SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)

NY

01/03/2003 - 08/16/2005

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

02/09/1999 - 01/03/2003

CIBC WORLD MARKETS CORP. (NEW YORK NY)

MD

09/01/1997 - 02/01/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

06/25/1997 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

NY

08/24/1994 - 06/30/1997

GRUNTAL & CO., L.L.C. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/15/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2006

Series 4 - Registered Options Principal Examination

BC

Issued 12/15/2005

Series 24 - General Securities Principal Examination

BC

Issued 05/01/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/27/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark John Lishchynsky. Review regulatory record here.
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