Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wojtowicz is a financial advisor with Cetera Investment Advisers LLC, a firm with approximately $104,468,595,111 in assets under management. Mark is a registered investment advisor with the state of Connecticut. Mark has been in the financial services industry since 1998. Mark has worked at a variety of firms, including MML Investors Services, LLC, Voya Financial Advisors, Inc., and Alliance Fund Distributors, Inc. Mark has experience providing financial planning, portfolio management, and other investment advisory services. Mark is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (Glastonbury CT)
CA
02/14/2022 - 05/26/2022
ASSETMARK BROKERAGE, LLC (CONCORD CA)
MA
05/02/2019 - 01/04/2022
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
06/12/2014 - 03/18/2019
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CO
11/15/2012 - 12/11/2012
ALPS DISTRIBUTORS, INC. (DENVER CO)
PA
05/13/2004 - 12/13/2011
PERSHING LLC (KING OF PRUSSIA PA)
NY
05/18/2000 - 04/28/2004
AXA ADVISORS, LLC (NEW YORK NY)
TN
06/14/1999 - 01/12/2000
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
TN
06/14/1996 - 12/18/1998
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NY
04/09/1996 - 05/09/1996
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NY
10/17/1995 - 11/20/1995
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 02/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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