Unclaimed
Mark J Branish is a financial advisor with Fidelity Distributors Co. LLC. Mark has been in the financial services industry since 1998. Mark is registered to provide securities services in 52 states and is also registered with FINRA. Mark previously worked at CHARLES SCHWAB & CO., INC., GWFS EQUITIES, INC., WELLS FARGO FUNDS DISTRIBUTOR, LLC., WELLS FARGO BROKERAGE SERVICES, L.L.C. and WELLS FARGO INVESTMENTS, LLC.
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.
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.
1
2
RI
06/11/2024 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
CO
01/21/2016 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
11/03/2009 - 10/16/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
WI
08/24/2007 - 10/12/2009
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
CO
11/29/2002 - 08/28/2007
WELLS FARGO BROKERAGE SERVICES, L.L.C. (DENVER CO)
CA
12/13/2000 - 11/29/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/09/1997 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 08/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Branish is the right advisor for you? Invested Better is here to help.