Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark McGinnis is an investment advisor representative at Fidelity Personal And Workplace Advisors. Mark has been in the financial services industry since September 23, 2001. Mark is registered with FINRA and the state of Ohio. Mark holds the Series 6, 7 and 66 securities licenses as well as the Series 66 insurance license. Mark is also registered as an Investment Advisor Representative with the state of Texas. Mark has been employed at Fidelity Personal And Workplace Advisors since September 2021. Previously, Mark was employed by Citizens Securities, Inc, Allstate Insurance Co, United States Postal Service, and Lowe's. Mark is based in Covington, KY and provides financial planning and investment advice to individuals, businesses, and corporations.
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.
1
2
KY
11/12/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
09/30/2019 - 09/01/2020
ALLSTATE FINANCIAL SERVICES, LLC (Akron OH)
OH
12/23/2009 - 05/14/2019
CITIZENS SECURITIES, INC. (WHEELERSBURG OH)
OH
08/16/2006 - 12/10/2009
THE HUNTINGTON INVESTMENT COMPANY (MASSILLON OH)
OH
07/01/2005 - 08/11/2006
INVEST FINANCIAL CORPORATION (BARBERTON OH)
OH
10/04/2004 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
NJ
02/15/2000 - 10/05/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Mark McGinnis is the right advisor for you? Invested Better is here to help.
