As a Financial Advisor at Fidelity Investments, Mark helps clients achieve their financial goals by providing personalized investment advice, portfolio management, and retirement planning. He has over 14 years of experience in the financial services industry, with a proven track record of ...more

As a Financial Advisor at Fidelity Investments, Mark helps clients achieve their financial goals by providing personalized investment advice, portfolio management, and retirement planning. He has over 14 years of experience in the financial services industry, with a proven track record of generating new business and growing client relationships. Mark holds the Series 7 and 66 FINRA licenses, as well as the Personal Investment Advisor certification from Merrill Lynch. He is skilled in services sales, business management, and wealth management. He is passionate about developing innovative solutions for his clients, while adhering to the highest ethical and professional standards. He is committed to delivering exceptional service and value to his clients and his company.less