Mark H. Kaizerman

Current Employers

Employment History

• 11/1994 → Present
  Osiac Wealth, Inc.
  Natick, MA
• 11/1994 → Present
  Kaizerman & Associates
  Natick, MA
• 12/2004 → Present
  Beneficiary Directory
  Natick, MA

Other Businesses

1. BENEFICIARY DIRECTORY, NON-INVEST RELATED BUSINESS, STARTED IN 12/04, IS LOCATED AT 182 W. CENTRAL ST., STE 200, NATICK, MA. 100% OWNED BY APPLICANT. HRS DEVOTED PER MO. APPROX. 20, WITH 16 OF THESE HRS DURING SEC TRADING HRS. MARKETS/SELLS BD PRODUCTS TO PROFESS/CONSUMERS. BD BOOK PROVIDES A SYSTEM FOR INDIV TO ORGANIZE THEIR IMPORTANT DOCS AND GUIDE THEIR HEIRS. BOOK, WORKBOOK AND CD'S WERE AUTHORED BY APPLICANT.KAIZERMAN & ASSOCIATES, A RIA, INVESTMENT RELATED ACTIVITY, OFFERING FINANCIAL PLANNING, TAX PREP AND IA SERVICES. 100% OWNED BY APPLICANT STARTED 11/04. MONTHLY HOURS DEVOTED APPROX. 90, WITH 80 DURING SECURITES TRADING HOURS. LOCATED AT 182 W. CENTRAL ST., STE 200, NATICK, MA.APPLICANT OFFERS TRADITIONAL/FIXED INSUR PRODUCTS. APPROX. 10 HRS PER MO., WITH 8 DURING SEC. TRADING HRS. STARTED 11/86. 100% OWNED BY APPL. LOCATED AT NATICK, MA..3RD PARTY MONEY MGMT THROUGH RAA CORP RIA 5HR/MTH.TRUSTEE FOR 2 FAMILY TRUSTS. 2. TRUSTEE POSITION: Trustee NATURE: Condo Association INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2023 ADDRESS: 10 Nouvelle Way, Unit 913, Natick MA 01760, United States DESCRIPTION: Member of Condo Association (five member) Board of Trustees. Overall supervision of manager and staff in dealing with day-to-day and long-term planning of management of 216 unit residential condo complex. I reside at this condo complex.I am not responsible for funds/moniesof the Condo and accounting, payments and distributions are handled directly by outside management company - Barkin.? 3. KAIZERMAN & ASSOCIATES - APA - Tax Prep Services POSTION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS 5 SECURITIES TRADING HOURS: 1 START DATE: 11/06/1986. DESCRIPTION: CPA TAX PREP SERVICES 4. KAIZERMAN & ASSOCIATES - Independent Insurance POSTION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/1986. DESCRIPTION: SALE OF LIFE, LONG TERM CARE INSURANCE AND ANNUITIES 5. KAIZERMAN & ASSOCIATES - Independent RIA POSTION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: YES NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 3 START DATE: 11/01/1994. DESCRIPTION: FINANCIAL PLANNING AND FEE BASED ASSET MANAGMENT

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-10-17

Designations

Other Names

• Mark Haskell Kaizerman