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 an investment advisor representative with Cetera Investment Advisers LLC. Mark has been in the financial services industry since 1998 and is registered with the state of Connecticut to provide investment advisory services. Mark has experience with a variety of financial services firms, including MassMutual, MML Investors Services, LLC, AssetMark Brokerage, LLC, and VOYA Financial Advisors. Mark holds Series 7, Series 24, Series 52, Series 53, and Series 63 licenses. Mark specializes in providing financial planning, pension consulting, and portfolio management services.
Glastonbury, CT
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.
1
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 2/4/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/10/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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