Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nielsen is a financial advisor with over 12 years of experience. Mark is currently registered with Fidelity Personal and Workplace Advisors and has a strong background in the financial services industry. Mark has previously held positions with Morgan Stanley and Wells Fargo Investments. Mark has a wide range of experience in providing financial advice and has helped many clients reach 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
UT
01/25/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
12/09/2010 - 12/09/2020
MORGAN STANLEY (SOUTH JORDAN UT)
UT
02/22/2008 - 12/16/2008
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
08/30/2006 - 02/12/2008
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 05/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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