Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Longstaff is a registered representative with National Financial Services LLC and Fidelity Brokerage Services LLC. Mark has been in the industry since July 17, 2016. Mark has passed the Series 6, 7TO, 9, 10, 63 and SIE exams. Mark holds registrations in 53 states and the District of Columbia. Mark is currently registered with Fidelity Brokerage Services LLC and National Financial Services 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.
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.
1
2
MA
06/25/2024 - Present
National Financial Services LLC (BOSTON MA)
CO
03/14/2016 - 06/29/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BC
Issued 03/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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