Mark Wise, financial advisor Farmington MI
90 score

Mark Wise

CRD Number: 6174579
Current Firm: Sii Investments, Inc.

Mark Wise (CRD# 6174579) is an Investment Advisor Representative working at Sii Investments, Inc. in Farmington, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sii Investments Sterling Heights, MI Mar 2013 - Current 3
Student Sterling Hts., MI Mar 2003 - Mar 2013 10
Jets Pizza Clinton Twp, MI Jun 2011 - Sep 2011 < 1
Mcs/total Tech Kalamazoo, MI Feb 2006 - May 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Mark Wise
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • AZ
  • MN
  • MI
  • CA
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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