Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Douglas Fierro is a financial advisor with over 16 years of experience in the industry. Mark is currently registered with Commonwealth Financial Network. He is a Series 7, Series 63, Series 65, Series 55 and SIE licensed advisor and has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Mark is dedicated to providing personalized financial advice and helping his clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/12/2024 - Present
Commonwealth Financial Network (Roseville CA)
CA
11/29/2021 - 03/12/2024
LPL FINANCIAL LLC (FAIR OAKS CA)
NA
03/24/2010 - 07/02/2013
MAINFIRST SECURITIES US INC. (FRANKFURT AM MAIN )
NY
10/01/1999 - 02/19/2009
DRESDNER KLEINWORT SECURITIES LLC (NEW YORK NY)
BC
Issued 12/30/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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