Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Taliaferro is a financial advisor with Fidelity Personal And Workplace Advisors. Mark has been in the industry since March 2008. Mark is registered with the state of Florida as an Investment Advisor Representative. Mark is also registered with the state of Texas as a Resident Investment Advisor Representative. Mark has passed the Series 6, 7, 9, 10, 63, and 65 exams. Mark specializes in providing financial advice to individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans. Fidelity Personal And Workplace Advisors is a large firm with over 15,000 employees. The firm offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Fidelity Personal And Workplace Advisors manages over $800 billion in assets.
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.
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2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
OH
11/17/2009 - 06/17/2011
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
07/10/2007 - 07/02/2009
WADDELL & REED, INC. (CINCINNATI OH)
IA
Issued 02/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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