Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Maldonado is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Fidelity Personal And Workplace Advisors and has been with the firm since July 2018. Before joining Fidelity Personal And Workplace Advisors, Mark was with VALIC Financial Advisors, Inc. from September 2013 to July 2015. Mark has a broad range of experience, including financial planning, portfolio management, and educational seminars. Mark is dedicated to helping clients achieve their financial goals.
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
FL
06/05/2020 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
09/16/2013 - 07/16/2015
VALIC FINANCIAL ADVISORS, INC. (ORLANDO FL)
FL
04/14/2011 - 10/28/2011
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
AZ
10/07/2004 - 10/24/2005
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
IL
07/03/2001 - 08/05/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
12/17/1999 - 06/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
08/16/1994 - 01/05/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1994
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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