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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lande is a financial advisor with Fidelity Personal And Workplace Advisors. Mark has been in the financial services industry since January 21, 2019 and has a Series 63, Series 66 and Series 7 license. Mark has worked for a number of companies, including Blue Moon Financial, LLC, and Fidelity Brokerage Services LLC. Mark has a strong track record of success and is committed to providing his clients with the best possible financial advice. Mark is a Registered Representative and Investment Advisor Representative in the state of Colorado and Texas.
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
CO
11/11/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
11/24/2004 - 06/03/2005
BLUE MOON FINANCIAL, LLC (DENVER CO)
BOTH
Issued 11/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2004
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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