Mark Kluge's Location
Rochester, NY, US
Mark Kluge's Work
- Financial Advisor @ BlueMark Advisors
- Registered Representative @ Securities America Inc.
- Registered Investment Advisor Representative @ Securities America Inc.
- Registered Representative @ Wall Street Financial Group
- Managing Director @ Optima Financial Group
- Founding Partner @ Wealth Transfer Group, LLC
- President @ MKS Financial Services, Inc.
Mark Kluge's Education
- Colgate University
BA
- The American College
CAP® (Chartered Advisor in Philanthropy®)
- The American College
CLU® (Chartered Life Underwriter®)
Mark Kluge's Skills
- Risk Management
- Planning
Mark Kluge's Summary
Mark Kluge, based in Rochester, NY, US, is currently a Financial Advisor at BlueMark Advisors, bringing experience from previous roles at Securities America Inc., Securities America Advisors, Inc., Wall Street Financial Group and Optima Financial Group. Mark Kluge holds a BA @ Colgate University. With a robust skill set that includes Risk Management, Planning and more, Mark Kluge contributes valuable insights to the industry. Mark Kluge has 8 emails and 1 mobile phone number on RocketReach.
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