Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Megumi Fujiwara is an investment advisor representative associated with Robert W. Baird & Co. Inc. Mark has been in the industry since 1995. Mark is a registered investment advisor in California, Florida, Illinois and Texas. Mark's previous experience includes working at Morgan Stanley, Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, Salomon Smith Barney Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark offers financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisors to clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CA
11/09/2023 - Present
Robert W. Baird & Co. Inc. (Mill Valley CA)
CA
06/01/2009 - 06/18/2018
MORGAN STANLEY (SACRAMENTO CA)
CA
01/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SACRAMENTO CA)
CA
11/18/2002 - 01/15/2008
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
NY
11/07/1996 - 11/25/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/08/1995 - 07/31/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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