Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Barron is a financial advisor at Fidelity Personal And Workplace Advisors. Mark has been working in the financial industry since 1996. Mark specializes in providing financial planning, portfolio management, and selection of other advisors. Mark is registered to provide investment advisory services in New Jersey and Texas.
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
NH
10/18/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NJ
03/30/2016 - 08/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINNAMINSON NJ)
PA
04/27/2015 - 03/16/2016
CITIZENS SECURITIES, INC. (PHILADELPHIA PA)
NJ
03/20/2013 - 02/17/2015
MORGAN STANLEY (MT. LAUREL NJ)
PA
03/04/2011 - 03/04/2013
METLIFE SECURITIES INC. (PHILADELPHIA PA)
NJ
05/29/2009 - 02/23/2011
BCG SECURITIES, INC. (DELRAN NJ)
NJ
04/02/2009 - 06/02/2009
PNC INVESTMENTS (DEPTFORD NJ)
PA
05/08/2008 - 03/12/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NJ
10/31/2006 - 04/28/2008
SCOTTRADE, INC. (MARLTON NJ)
NJ
08/15/2006 - 10/31/2006
CHARLES SCHWAB & CO., INC. (MOORESTOWN NJ)
NJ
01/18/2001 - 08/07/2006
SCOTTRADE, INC. (MARLTON NJ)
NE
05/11/1996 - 01/03/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/12/1996 - 04/19/1996
PENNSYLVANIA MERCHANT GROUP LTD. (NEW YORK NY)
BOTH
Issued 10/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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