Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Gamez is a financial advisor with Fidelity Personal And Workplace Advisors. Mark has been working in the financial services industry since 2014. Mark holds the Series 7 and Series 66 securities licenses, as well as the SIE exam certification. Mark is registered to offer investment advice in 17 states, including Texas, California, and Florida. Mark specializes in providing financial planning, portfolio management, and educational seminars. Mark has experience working with high-net-worth individuals, corporations, and pension plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
06/29/2020 - Present
Fidelity Personal AND Workplace Advisors (FRIENDSWOOD TX)
TX
02/26/2018 - 06/02/2020
TD AMERITRADE, INC. (HOUSTON TX)
TX
04/11/2014 - 02/26/2018
SCOTTRADE, INC. (HOUSTON TX)
BOTH
Issued 04/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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