Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Mcleod Flynn is a financial advisor with over 25 years of experience in the financial services industry. Mark is currently registered with Fidelity Personal and Workplace Advisors and has previously worked with Prudential Investment Management Services LLC, Charles Schwab & Co., Inc., and Dean Witter Reynolds Inc. Mark holds several professional designations, including Certified Financial Planner and Chartered Financial Analyst. Mark is registered with the Securities and Exchange Commission as an Investment Advisor Representative.
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)
NJ
08/13/1997 - 10/27/1998
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
TX
08/24/1995 - 05/08/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
08/22/1994 - 08/29/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 08/22/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 08/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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