Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Breheny is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Principal Advised Services and has previously worked with firms including Ally Invest Securities LLC, USAA Financial Advisors, Inc., Farmers Financial Solutions, LLC, and Fidelity Brokerage Services, Inc. Mark holds Series 6, 7, 63, 65 and 66 securities licenses. Mark specializes in providing financial advice to individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
02/12/2025 - Present
Principal Advised Services (Flower Mound TX)
TX
01/25/2021 - 03/08/2022
ALLY INVEST SECURITIES LLC (Lewisville TX)
TX
05/09/2019 - 06/16/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
08/22/2018 - 03/20/2019
FARMERS FINANCIAL SOLUTIONS, LLC (IRVING TX)
MN
06/04/2002 - 07/16/2003
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
TX
09/20/2000 - 04/22/2002
FETTERMAN INVESTMENTS, INC. (DALLAS TX)
TX
09/20/2000 - 04/22/2002
INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)
RI
10/14/1997 - 05/17/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
08/30/1993 - 08/05/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
11/09/1992 - 03/29/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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