Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lombardi is a financial advisor with Fidelity Personal AND Workplace Advisors. Mark has been in the financial industry since 2009 and is registered with the state of Massachusetts. Mark is registered to provide investment advisory services in Massachusetts, Texas, and other states. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Mark has previously worked for NYLIFE Securities LLC and John Hancock Distributors 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
03/24/2014 - 01/05/2017
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
07/26/2011 - 04/02/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
03/09/1995 - 12/16/1997
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
BOTH
Issued 06/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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