Securities America Advisors, Inc
About this Advisor
Mark Heisey is an advisor who is based in Allen Park, Michigan. Currently a registered advisor at Securities America Advisors, Inc, Heisey has 14 years of professional experience in the financial advisory industry. Heisey has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Heisey can advise clients based out of Michigan. During their career, Heisey has held roles at Cedar Brook Financial Partners, LLC, Securities America Advisors, Inc, Securities America, Inc and Dalon Tax Service. Securities America Advisors, Inc is headquartered in Allen Park, Michigan, and operates out of 1,271 other brick-and-mortar locations in the United States. In aggregate, Securities America Advisors, Inc manages $29 billion in assets across 184,356 client accounts and retains more than 1,989 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Securities America Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mark Heisey Work History
Mark has 14 years of experience.
Cedar Brook Financial Partners, LLC
Securities America Advisors, Inc
Dalon Tax Service
Securities America, Inc
Mark Heisey has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.