Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Frey is a financial advisor with over 25 years of experience in the financial services industry. Mark currently works for Fidelity Personal And Workplace Advisors, where they have been employed since November of 2021. Previously, Mark worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, New Jersey. Mark holds several licenses and certifications, including Series 7, 6, 63, and 66. They specialize in retirement planning, investment management, and financial planning for individuals and families.
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
NJ
03/21/2022 - Present
Fidelity Personal AND Workplace Advisors (BRICK NJ)
NJ
07/21/2021 - 11/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
01/01/1997 - 05/05/1998
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
12/18/1995 - 01/01/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
06/15/1993 - 09/22/1995
PRUDENTIAL MUTUAL FUND DISTRIBUTORS, INC.
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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