Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Markeith? Claim Your ProfileMarkkeith Rowley is a financial advisor at Edelman Financial Engines. Markkeith has been in the industry for more than 19 years. Markkeith has a Series 7, Series 63, and Series 66 license. Markkeith is registered with the state of Florida as an Investment Advisor Representative. Markkeith has previously worked at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Chevy Chase Financial Services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
05/30/2019 - Present
Edelman Financial Engines (PLANTATION FL)
FL
06/29/2015 - 11/01/2018
FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)
FL
03/17/2014 - 06/04/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
PA
04/07/2008 - 08/19/2013
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
MD
09/23/2004 - 05/30/2007
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
MD
01/17/2003 - 09/01/2004
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
MA
02/28/2001 - 01/28/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 02/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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