Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kirkham Gines is an Investment Advisor Representative who has been in the financial services industry since August 14, 2002. Mark is currently registered with Fidelity Personal And Workplace Advisors in Boston, Massachusetts. Mark has been with Fidelity Personal And Workplace Advisors since July 2018. Previously, Mark was registered with WELLS FARGO INVESTMENTS, LLC in Salt Lake City, Utah. Mark is registered with the following states: Massachusetts, Texas, and Utah.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
02/10/2009 - 10/25/2010
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
01/01/2008 - 07/25/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
08/05/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
CA
11/13/2001 - 03/12/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NY
05/03/2000 - 07/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/05/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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