Unclaimed
Mark Christopher Mayhew is a financial advisor registered with Fidelity Personal and Workplace Advisors. Mark has over 25 years of experience in the industry, beginning in 1993. Mark is registered to provide investment advice in Texas and offers financial planning, portfolio management for individuals and businesses, and educational seminars. Mark has previously worked at Citigroup Global Markets Inc. and Fidelity Brokerage Services LLC.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (KELLER TX)
TX
08/19/2004 - 04/20/2006
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
RI
09/01/1993 - 01/10/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 09/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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