Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Cope is a financial advisor at Fidelity Personal And Workplace Advisors, where Mark has been working since April 2022. Mark holds a Series 7TO, Series 63, and Series 66 securities license. Mark specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Previously, Mark worked as a financial advisor at Purshe Kaplan Sterling Investments and 49 Financial. Mark also has experience as a Twitch streamer. Mark is registered as a broker-dealer in 52 states.
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.
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2
TX
11/08/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
01/24/2022 - 02/11/2022
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
BOTH
Issued 11/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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