Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Fenton is a registered investment advisor representative with Portfolio Medics, LLC, an SEC Registered Investment Advisor headquartered in Bonita Springs, Florida. Mark has been in the financial services industry for over 16 years, having worked with various firms like Symphonic Securities LLC, Summitalliance Securities, L.L.C., LPL Financial Corporation, Signator Investors, Inc., Lincoln Financial Advisors Corporation, and Morgan Stanley DW Inc. Mark is a Series 7 and Series 31 licensed representative, and he also holds a Series 66 license. Portfolio Medics, LLC provides investment advice to individuals and high-net-worth individuals, and Mark specializes in providing financial planning and portfolio management services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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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FL
03/13/2014 - Present
Portfolio Medics, LLC (BONITA SPRINGS FL)
FL
08/02/2010 - 01/14/2014
SYMPHONIC SECURITIES LLC (NAPLES FL)
TX
07/01/2009 - 07/30/2010
SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)
FL
07/29/2008 - 07/07/2009
LPL FINANCIAL CORPORATION (NAPLES FL)
FL
09/12/2007 - 08/01/2008
SIGNATOR INVESTORS, INC. (SARASOTA FL)
FL
12/13/2006 - 08/24/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (NAPLES FL)
NY
10/20/2005 - 06/06/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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