Mark Fleming

VP - Assistant Branch Manager

+1 856-446-2273

Financial credentials

  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Assistant Branch Manager, Charles Schwab, 2025-present
  • Branch Manager, UBS Financial Services, 2017-2025
  • Complex Administrative Manager, UBS Financial Services, 2008-2017
  • Team Leader, Merrill Lynch, 2003-2008
  • Financial Advisor, Waddell & Reed, 2002-2003

Education

  • BA, Economics, Rowan University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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