Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Toomey is a financial professional with over 20 years of experience in the industry. Mark is currently registered with Fiera Capital Inc. and has held previous positions with Investment Planners, Inc., Foreside Fund Services, LLC, Henderson Global Investors Equity Planning, Inc., Morgan Stanley & Co., Incorporated and Fidelity Investments Institutional Services Company, Inc. Mark is a highly qualified advisor, holding the Series 6, 7, 8, 63 and 66 licenses. Mark's experience and qualifications allow Mark to provide a wide range of financial services to individual investors, businesses, investment companies and pooled investment vehicles. Mark's clients have access to a variety of services including portfolio management, selection of other advisors, and portfolio management for businesses.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
MA
02/27/2024 - Present
Fiera Capital Inc. (Boston MA)
IL
03/05/2021 - 12/31/2022
INVESTMENT PLANNERS, INC. (DECATUR IL)
MA
06/22/2017 - 09/07/2017
FORESIDE FUND SERVICES, LLC (Boston MA)
MA
07/20/2005 - 09/30/2014
HENDERSON GLOBAL INVESTORS EQUITY PLANNING, INC. (Boston MA)
NY
08/05/2003 - 05/17/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
RI
10/17/1994 - 08/15/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/01/1998 - 11/05/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 05/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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