Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lobosco is a financial advisor at Fidelity Personal And Workplace Advisors. Mark has been in the industry for over 4 years. Mark has a Series 7, Series 63, Series 65, and SIE licenses. Mark has been registered with the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA). Mark is registered with the SEC as an Investment Adviser Representative (IAR) in New York and Texas.
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
NY
09/22/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
CA
03/22/2022 - 12/08/2022
DFA SECURITIES LLC (SANTA MONICA CA)
CA
04/01/2020 - 03/15/2022
E*TRADE SECURITIES LLC (Irvine CA)
AZ
09/11/2019 - 03/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
IA
Issued 09/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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