Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Theall is a registered representative with Fidelity Personal And Workplace Advisors. Mark is licensed to offer securities and investment advisory services in Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Mark's registration with Fidelity Personal And Workplace Advisors dates back to August 25, 2023. Mark has been in the securities industry since August 4, 2022. Mark has passed the Series 7TO, Series 63, and Series 66 examinations. Mark holds a SIE designation. Mark has experience working with various clients, including individuals, businesses, and charitable organizations. Mark specializes in financial planning, portfolio management, and educational seminars.
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
TX
08/25/2023 - Present
Fidelity Personal AND Workplace Advisors (PLANO TX)
BOTH
Issued 03/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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