Mario
Woizeschke
First Citizens Investor Services, Inc
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About this Advisor
Mario Woizeschke is a financial advisor based in San Diego, California, working with First Citizens Investor Services, Inc. Mario has previously held positions at Union Bank Of California, Unionbanc Investment Services, First Republic Bank, First Republic Securities Company, LLC, First Republic Investment Management, Inc, First Citizens Investor Services, and First Citizens Bank. Mario has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Mario is part of First Citizens Investor Services, Inc, which operates out of San Diego, California. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mario Woizeschke Work History
First Citizens Investor Services
First Citizens Bank
First Republic Bank
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Unionbanc Investment Services
Union Bank Of California
Disclosures
Please visit the SEC profile of Mario Woizeschke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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