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Mark Connely |
Position: |
Field Representative |
Designation(s): |
CFP® |
Address: |
3040 Post Oak Blvd., Suite 400 |
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Houston, Texas 77056 |
Phone: |
713.622.0192 |
Alt Phone: |
832.788.1096 |
Fax: |
713.622.1440 |
Email: |
mark_connely@wealthdesigngroup.net |
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Professional Experience
Mark is a Certified Financial Planner®, he began his career with Ascend Financial Services in 1996. In 1998, Mark joined Wealth Design Group, he is also a registered representative and Financial Advisor with Park Avenue Securities.
www.healthplansoftexas.com
Education
Graduate of Texas A&M University- Business Administration
American College CFP® Graduate
Series 7, 6, 63 and 65 completion
Group 1 Insurance completion
Memberships
& Afflilations
Million Dollar Round Table member since 2000
Houston Association of Insurance and Financial Advisors member since 1996
Leader's Club member since 2000
Financial Planning Association since 2006
Personal
Member, Houston City Club
Member, Houston High Society
Professional Association of Diving Instructors (PADI)
Sugar Creek Baptist Church
Other
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 400 Houston, Texas 77056. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 713-622-0192. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Design Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
Links to other sites are for your convenience in locating related information and services. This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide. Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites. This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.
Licensed in (state):
Life insurance: Alabama, Arizona, Arkansas, California (# OD04370), Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusettes, Minnesota, Missouri, Nevada, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington, and Wisconsin.
Securities: Alabama, California, Colorado, Florida, Illinois, Louisiana, Massachusettes, Missouri, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington and Wisconsin.
Advisory: California, Colorado, Illinois, Louisiana, Missouri, North Carolina, Oklahoma, Pennsylvania, South Carolina, Texas, Tennessee, Virginia and Wisconsin.
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