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Mark Edward Lockyer

Mark E. Lockyer

SKOKIE, IL 60077
Some features on this profile are disabled
CRD#: 5904309
Mark Edward Lockyer

Professional summary

Mark Edward Lockyer, CFP® was a registered financial advisor .

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mark had worked at 5 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

People come to Fidelity for the brand, ethics, and access. People work with me for my honest and unbiased counseling, my experience, and my knowledge of this industry. I advise clients on timely adjustments to their portfolios based on their goals and the current economic and market environment. Together we will create a comprehensive and personalized financial plan based on you and your family's goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Education

Indiana University

Bachelors Degree - Finance & Accounting

2010

Experience

Current

October 21, 2025 - Present

Office #1: 5250 Old Orchard Road Suite 300, Skokie, IL 60077
SKOKIE, IL
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
EVANSTON, IL
Past

January 30, 2015 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SCHAUMBURG, IL
Past

November 20, 2012 - March 28, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SCHAUMBURG, IL
Past

April 15, 2011 - September 27, 2012

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
INDIANAPOLIS, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(10/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/29/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/14/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/22/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/14/2011
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

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Company Information

No current employment

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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