Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Peters is a financial advisor with Fidelity Personal And Workplace Advisors. Mark has been in the industry since February 2019 and is registered as an investment advisor representative in Florida and Texas. Mark has a broad range of experience, holding Series 63, 66, 7TO, 9 and 10 securities licenses. Mark is committed 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.
1
2
FL
10/15/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 10/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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