Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark William Walsh

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark William Walsh

Mark Walsh is a financial professional with over 15 years of experience in the financial services industry. Mark is currently registered with Fidelity Brokerage Services LLC. Mark has been with Fidelity Brokerage Services LLC since 2019 and previously held positions at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. Mark holds the Series 6, Series 63, Series 26, and SIE licenses.

Firm Information

Mark Walsh is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Walsh’s Registration & Firm History

NH

09/14/2019 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

MA

01/01/2008 - 01/13/2009

FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)

MA

08/30/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

Not sure if Mark William Walsh is right for you?

Licenses & Designations

BC

Issued 10/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/29/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark William Walsh.
Not sure if Mark William Walsh is right for you?