Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Dunkley is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with over $800 billion in assets under management. Mark has been in the financial services industry for over 10 years and has worked with a variety of clients, including individuals, families, and businesses. Mark is licensed to provide financial advice in over 20 states. Mark specializes in financial planning, investment management, and retirement planning.
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
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK CITY NY)
NY
08/31/2017 - 02/01/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
02/01/2017 - 08/11/2017
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
11/24/2014 - 07/06/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 09/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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