Unclaimed
Mark Xavier Burns is a financial professional with over 30 years of experience in the industry. Mark currently works with Fidelity Brokerage Services LLC in Smithfield, Rhode Island. Mark has held past positions with Fidelity Brokerage Services LLC, National Financial Services LLC, and Charles Schwab & Co., Inc. Mark is registered with the state of Massachusetts and Rhode Island and has passed the Series 7, Series 8, Series 24, Series 63, and SIE exams.
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.
1
2
RI
11/10/2010 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
MA
08/20/2007 - 05/02/2008
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
01/28/1997 - 05/02/2008
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
TX
02/02/1989 - 01/14/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2018
Series 24 - General Securities Principal Examination
BC
Issued 12/11/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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