Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Gjonaj is a financial advisor with over 10 years of experience in the industry. Mark has a proven track record of success in providing comprehensive financial advice to individuals, families, and businesses. Mark specializes in portfolio management and financial planning. Mark currently works at Fisher Investments and previously worked for Charles Schwab & Co., Inc., BBVA Securities Inc., and Wells Fargo Clearing Services, LLC. Mark is a highly skilled and knowledgeable financial advisor who is dedicated to helping 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.
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
FL
04/11/2024 - Present
Fisher Investments (Tampa FL)
TX
06/29/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
01/15/2021 - 06/02/2021
BBVA SECURITIES INC. (LITCHFIELD PARK AZ)
AZ
10/31/2019 - 11/16/2020
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
IA
Issued 04/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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