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Mark S

Series 63, Series 65

Oakbrook Terrace, IL

WORLD EQUITY GROUP, Inc.

Mark Strefner is a financial advisor with World Equity Group, Inc. in Schaumburg, Illinois, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with World Equity Group since 2008 and has been associated with American General Securities and AIG American General Life Insurance Company since 2002. Outside of his advisory role, Strefner is involved in several business activities including consulting on life insurance design and statistical modeling, serving as a benefits consultant for a nonprofit association, and providing student loan assistance referrals. World Equity Group serves individual and high-net-worth clients, business entities, nonprofits, and financial institutions, offering portfolio management, financial planning, and retirement plan advisory services. The firm employs a combination of model-based and customized investment approaches, including proprietary models and third-party manager allocations.

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