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MW

Mark M. Wayne

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CRD#: 1993566
MW

Professional summary


Mark Michael Wayne was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mark is a previously registered financial advisor and started their career in finance in 1990. Prior to being barred, Mark had worked at 5 firms, which includes FREEDOM ONE INVESTMENT ADVISORS INC., CAPFINANCIAL SECURITIES LLC., SENTINEL SECURITIES LLC., SIGMA FINANCIAL CORPORATION, ARAGON FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2013 - April 1, 2013

FREEDOM ONE INVESTMENT ADVISORS, INC.

RIA
CRD#: 107627
CLARKSTON, MI
Past

March 14, 2013 - January 9, 2014

CAPFINANCIAL SECURITIES, LLC.

RIA
CRD#: 126291
CLARKSTON, MI
Past

March 1, 2013 - January 9, 2014

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
CLARKSTON, MI
Past

February 8, 2010 - January 31, 2013

FREEDOM ONE INVESTMENT ADVISORS, INC.

RIA
CRD#: 107627
CLARKSTON, MI
Past

March 25, 2009 - October 4, 2011

SENTINEL SECURITIES, LLC.

BD
CRD#: 110942
CLARKSTON, MI
Past

April 10, 2006 - October 20, 2006

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
CLARKSTON, MI
Past

January 4, 1990 - December 31, 1994

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/6/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FO
FREEDOM ONE INVESTMENT ADVISORS, INC.
BENEFITS & PPA ADVISORS | BENEFITS+PPA ADVISORS | FREEDOM ONE FINANCIAL GROUP, LLC | FREEDOM ONE INVESTMENT ADVISORS, INC. | PENSION PORTFOLIO ADVISORS INC. | PENSION PORTFOLIO ADVISORS, INC.

CRD#: 107627 / SEC#: 801-50702

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Contact information


Main Address
8031 M-15 Suite 200, Clarkston, MI 48348-4457
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

2012 FIRM BROCHURE (8/10/2012)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FREEDOM ONE INVESTMENT ADVISORS, INC.

CRD#: 107627

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