Unclaimed
Mark Wallace Fulcher is a financial professional with over 17 years of experience in the industry. Mark is currently a Registered Principal at Santander Securities LLC and is registered with the state of Massachusetts. Mark specializes in providing financial planning and investment advisory services for individuals and businesses. Mark also has a background in municipal securities and investment company products. Mark previously worked as a Registered Representative at CCO Investment Services Corp. Mark is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
04/17/2013 - Present
Santander Securities LLC (Boston MA)
MA
02/09/2006 - 04/16/2013
CCO INVESTMENT SERVICES CORP. (NORWOOD MA)
BC
Issued 03/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2015
Series 4 - Registered Options Principal Examination
BC
Issued 05/28/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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