Unclaimed
Mark Leblanc is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Fidelity Brokerage Services LLC and has been with the firm since January 1, 2008. Prior to that, Mark was employed at Fidelity Investments Institutional Services Company, Inc. from December 18, 2002, to January 1, 2008, and at Fidelity Brokerage Services LLC from December 6, 2000, to November 12, 2002. Mark is licensed to provide investment advice in all 50 states and the District of Columbia. Mark holds the Series 63, Series 7, Series 24, Series 26, and SIE licenses.
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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2
TX
01/01/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
12/18/2002 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
12/06/2000 - 11/12/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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