Mark Thomas Wise

Current Employers

Employment History

• 03/2013 → 11/2017
  Sii Investments
  Sterling Heights, MI
• 11/2017 → 01/2024
  Woodbury Financial Services Inc
  Sterling Heights, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Sterling Heights, MI

Previous Registrations

• 2017-11-16 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sterling Heights, MI
  Pentwater, MI
  Farmington Hills, MI
• 2013-08-07 → 2017-11-16
  Sii Investments, Inc.
  Sterling Heights, MI
  Farmingtonhills, MI
  Pentwater, MI

Other Businesses

1. PLATINUM WEALTH MANAGEMENT GROUP, INC. POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2013 ADDRESS: 38600 Van Dyke Avenue, Suite 230, Sterling Heights MI 48312, United States DESCRIPTION: I am an insurance agent and counselor that offers fixed insurance products. 2. WISE PROPERTIES, INC. POSITION: Business Consultant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2018 ADDRESS: 15120 Vincent Drive, Sterling Heights MI 48313, United States DESCRIPTION: To provide expert advice as needed in insurance and other business decisions. 3. OAKLAND UNIVERSITY POSITION: Instructor NATURE: Public University INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2018 ADDRESS: 3350 University Drive, Auburn Hills MI 48326, United States DESCRIPTION: I will be teaching the investments course for Oakland University's CFP Program. 4. ADVANCED PLANNING EDUCATIONAL GROUP, INC. POSITION: Vice President NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/03/2018 ADDRESS: 38600 Van Dyke Avenue, Suite 230-A, Sterling Heights MI 48312, United States DESCRIPTION: To establish and maintain APEG's Essential's course which provides a 1-week live course teaching the foundations of financial planning and to run social media platforms for APEG. 5. INTEGRATED INSURANCE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/20/2022 ADDRESS: 38600 Van Dyke Avenue, Suite 230, Sterling Heights MI 48312, United States DESCRIPTION: Offering Medicare products of all major carriers to clients and prospects through a separate independent insurance agency. 6. MARK T. WISE NOTARY POSITION: Notary Public NATURE: Not a business. I provide free notary public services to my clients. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2013 ADDRESS: 38600 Van Dyke Avenue, Suite 230, Sterling Heights MI 48312, United States DESCRIPTION: I provide free notary public services for my clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-01
• S63 Uniform Securities Agent State Law Examination
  2013-04-16

Designations

Other Names

• Mark Wise