Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Thomas Wojtas has been in the financial services industry for over 20 years and is currently a registered representative with Wells Fargo Clearing Services, LLC. Mark has held previous roles with J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Mark is licensed to provide investment advice in multiple states including Michigan, Florida and Texas. Mark provides financial planning, pension consulting and investment consulting services to institutional 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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
02/22/2018 - Present
Wells Fargo Clearing Services, LLC (GROSSE POINTE FARMS MI)
MI
10/01/2008 - 09/20/2013
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
11/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (TRAVERSE CITY MI)
IL
03/31/1999 - 10/15/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 01/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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