Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Tadao Fujii is an investment advisor representative with Charles Schwab & Co., Inc. Mark has been in the securities industry for over 30 years. He is registered with the state of California as both a Broker-Dealer and Investment Advisor. Mark has a broad range of experience in the financial services industry, including roles at TD Ameritrade, American Century Investment Services Inc. and Franklin Distributors, Inc. Mark is passionate about helping individuals and families achieve their financial goals. Mark is a property owner in Davis, California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
05/25/2019 - Present
Charles Schwab & CO., Inc. (San Mateo CA)
CA
02/09/2022 - 07/29/2024
TD AMERITRADE, INC. (San Mateo CA)
CA
05/18/2015 - 01/17/2018
AMERICAN CENTURY INVESTMENT SERVICES INC. (MOUNTAIN VIEW CA)
CA
05/16/1990 - 03/19/1993
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 05/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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