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David Peng Mar

Fidelity Brokerage Services LLC

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About David Peng Mar

David Peng Mar is a licensed securities professional with Fidelity Brokerage Services LLC. David Mar holds Series 7TO, Series 63 and Series 65 licenses. David is registered with FINRA and is licensed in 22 states. David's current office location is at 18825 33RD AVE W., STE 200, Lynnwood, Washington. David Mar is actively registered with Fidelity Brokerage Services LLC.

Firm Information

David Mar is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Mar’s Registration & Firm History

WA

10/24/2023 - Present

Fidelity Brokerage Services LLC (LYNNWOOD WA)

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Licenses & Designations

IA

Issued 05/24/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for David Peng Mar.
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