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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wallace Johnson is a financial advisor with Optimum Investment Advisors, LLC in Chicago, Illinois. Mark has been in the financial services industry since 1981 and has a wide range of experience in the field. Mark is a registered investment advisor in Illinois.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
02/20/2015 - Present
Optimum Investment Advisors, LLC (CHICAGO IL)
IL
02/06/2012 - 02/16/2015
SIGMA FINANCIAL CORPORATION (LISLE IL)
IL
01/01/2010 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (LISLE IL)
IL
08/09/2000 - 11/30/2001
CALAMOS FINANCIAL SERVICES, INC. (NAPERVILLE IL)
WI
11/27/1998 - 07/08/1999
TUCKER ANTHONY CLEARY GULL (MILWAUKEE WI)
WI
10/02/1997 - 11/27/1998
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
IL
07/29/1994 - 07/28/1997
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
10/05/1992 - 07/02/1994
BARRINGTON RESEARCH ASSOCIATES, INC. (CHICAGO IL)
OH
02/07/1991 - 05/08/1991
BANC ONE CAPITAL CORPORATION (COLUMBUS OH)
IL
07/13/1990 - 12/31/1990
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
04/24/1990 - 07/13/1990
BANC ONE WISCONSIN INVESTMENT SERVICES CORPORATION
NA
10/16/1987 - 10/20/1988
PIPER, JAFFRAY & HOPWOOD INCORPORATED
NA
11/24/1982 - 11/02/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
12/18/1981 - 10/04/1982
IDS MARKETING CORPORATION
BOTH
Issued 02/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/27/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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