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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Darrell Mills is a financial advisor at Fidelity Personal And Workplace Advisors. Mark has been in the industry since November 2018. Mark has a Series 66 license and has passed exams for Series 6TO, SIE and Series 7. Mark has been registered in 53 states for brokerage and 2 states for Investment Advisor work. The majority of Mark's clientele consists of individuals, high-net-worth individuals, and pension and profit-sharing plans.
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
VA
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (HENRICO VA)
IL
01/28/2021 - 07/09/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
VA
11/26/2019 - 10/08/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MIDLOTHIAN VA)
VA
08/22/2017 - 11/11/2019
SUNTRUST INVESTMENT SERVICES, INC. (CHESTER VA)
BOTH
Issued 09/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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