Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Woolhiser is a financial advisor with over 30 years of experience in the industry. Mark has worked with both individuals and institutions providing a wide range of financial services. Mark is currently registered with SPC in Plymouth, MI and Ann Arbor, MI and has previous experience with Aetna Investment Services, LLC, Aetna Life Insurance and Annuity Company, Cigna Securities, Inc. and Cigna Capital Brokerage, Inc. Mark is currently registered in Indiana, Michigan, Nevada, Ohio and South Carolina. Mark holds the Series 7, Series 26, Series 63 and Series 65 securities licenses and is also a registered Investment Advisor in Indiana and Michigan.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/28/2010 - Present
SPC (PLYMOUTH MI)
CT
10/15/1993 - 03/27/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
06/23/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
PA
01/22/1992 - 05/14/1993
CIGNA SECURITIES, INC. (RADNOR PA)
NA
01/01/1991 - 12/31/1991
CIGNA CAPITAL BROKERAGE, INC.
IA
Issued 07/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Mark Woolhiser is the right advisor for you? Invested Better is here to help.
