Unclaimed
Mark Dydzuhn is an Investment Advisor Representative with Fisher Investments. Mark has been in the financial services industry since 2004 and has experience in various roles, including at PRUCO Securities, LLC, Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp, WM Financial Services, Inc. and New England Securities. Mark holds the Series 7 and Series 66 licenses and the SIE exam. Mark specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
02/09/2024 - Present
Fisher Investments (PLANO TX)
CT
09/12/2013 - 12/18/2014
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
11/28/2012 - 08/19/2013
WELLS FARGO ADVISORS, LLC (DARIEN CT)
CT
10/01/2012 - 11/13/2012
J.P. MORGAN SECURITIES LLC (FAIRFIELD CT)
CT
11/01/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CT)
NY
01/09/2006 - 10/05/2006
WM FINANCIAL SERVICES, INC. (MAMARONECK NY)
NY
04/02/2004 - 12/02/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 02/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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