Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward White is a financial advisor with over 20 years of experience in the financial services industry. Mark has a deep understanding of the investment markets and a proven track record of helping clients achieve their financial goals. Mark is currently registered with Fidelity Personal And Workplace Advisors. Previously, Mark was registered with Citizens Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark is also a licensed securities principal and holds Series 7, 10, 9, 24, 63 and 66 licenses. Mark provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
1
2
PA
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (PHILADELPHIA PA)
NJ
05/23/2018 - 09/02/2022
CITIZENS SECURITIES, INC. (MARLTON NJ)
NJ
01/13/2003 - 03/06/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
10/03/2001 - 10/03/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
BOTH
Issued 09/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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