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Mark J Branish

Fidelity Distributors Co. LLC

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About Mark J Branish

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.

Firm Information

Mark Branish is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mark Branish’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark J Branish.
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