Mark Ulicny, CFP®WEALTH ADVISER
Mark Ulicny is a Wealth Adviser of United Capital. In this role, he is responsible for providing specialty knowledge in a variety of wealth management areas for our clients. Mark meets with our clients to understand their financial goals and concerns and creates a tailored plan to help them gain financial control.
Prior to joining United Capital, Mark was a financial representative with New England Financial, a large insurance and investment advisory firm (a financial advisory branch of New England Securities).
Mark is a Certified Financial Planner (CFP®) with concentrations in investment management, retirement planning, risk management and estate planning. He earned a Bachelor's Degree in International Relations from Bucknell University. Mark is an active member of the local Financial Planning Association (FPA) and National Association of Insurance and Financial Advisors (NAIFA) chapters and holds FINRA Series 6 and 63 securities registrations. He also holds Life and Health Insurance licenses.
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.