Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Fitzpatrick is an investment advisor representative with Empower Advisory Group, LLC. Mark has been in the industry since August 2012. Mark is registered with the state of California as an investment advisor representative. Mark is also registered with the state of California as a broker. Mark's previous experience includes positions at Missionsquare Investment Services, GWFS Equities, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Mark is also a Registered Representative of FINRA. Mark is a graduate of the University of California, Irvine.
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.
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
CO
08/02/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
DC
11/07/2016 - 07/25/2024
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
CO
05/23/2014 - 10/08/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CA
10/01/2012 - 05/16/2014
J.P. MORGAN SECURITIES LLC (YORBA LINDA CA)
CA
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (YORBA LINDA CA)
IA
Issued 11/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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