Unclaimed
Mark Kubala is a financial advisor with over 20 years of experience in the financial services industry. Mark currently works at Fidelity Brokerage Services LLC and is registered with the Financial Industry Regulatory Authority (FINRA). Mark holds the Series 6, 7, and SIE licenses and is licensed to sell securities in all 50 states. Mark has previously worked with Fidelity Investments Institutional Services Company, Inc. Mark specializes in providing investment advice to individuals and families, and 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.
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.
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KY
01/01/2008 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
06/07/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
12/04/1997 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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