Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Renzi is an investment advisor representative with Vanguard Advisers, Inc. Mark has been in the industry since 2003 and is registered to provide investment advice in 53 states and the District of Columbia. Mark is also registered to provide investment advice in Arizona and Texas. Mark's previous employers include PRUCO SECURITIES, LLC., NYLIFE SECURITIES LLC, and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Mark holds the Series 6, 7, 63, and 66 securities licenses. Mark also holds the SIE exam. Mark is a specialist in Retirement Planning, College Savings, Estate Planning, Insurance, and Mutual Funds. Mark is an employee of The Vanguard Group, Inc.
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.
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
TX
05/25/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
10/21/2019 - 01/25/2022
PRUCO SECURITIES, LLC. (Plano TX)
TX
04/11/2017 - 10/25/2019
NYLIFE SECURITIES LLC (FRISCO TX)
TX
06/16/2003 - 01/27/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 05/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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