Unclaimed
Mark John Fisher is a financial advisor registered with LPL Financial LLC in Mount Holly, NJ. Mark has been in the industry since February 4, 2000, and is registered in multiple states. Prior to joining LPL Financial LLC, Mark has experience working at GWN Securities Inc., Securities America, Inc., and Investment Advisors & Consultants, Inc. Mark's specialties include investments, financial planning, and retirement planning. Mark is also experienced in providing financial advice to corporations, businesses, high net worth individuals, and charitable organizations. He specializes in developing customized financial plans for his clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
11/14/2022 - Present
LPL Financial LLC (MOUNT HOLLY NJ)
NJ
01/25/2019 - 11/14/2022
GWN SECURITIES INC. (MOUNT HOLLY NJ)
NJ
08/18/2010 - 02/04/2019
LPL FINANCIAL LLC (MOUNT LAUREL NJ)
NJ
12/04/2006 - 08/24/2010
SECURITIES AMERICA, INC. (MOUNT HOLLY NJ)
NJ
04/02/2004 - 12/01/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (MOUNT HOLLY NJ)
PA
11/25/2002 - 04/01/2004
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
KY
06/21/2001 - 11/21/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
WI
01/16/2001 - 06/25/2001
SII INVESTMENTS, INC. (APPLETON WI)
MA
10/15/1998 - 09/30/1999
MANEQUITY, INC. (BOSTON MA)
BOTH
Issued 04/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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