Speaker Details

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Mark Allen

Regional Brokerage Consultant

Fidelity Investments


Mark Allen is the regional brokerage consultant in the mid-west region for Fidelity Investments. His primary responsibility is to educate traders about the tools and services that are provided by Fidelity Investments. Additionally, Mr. Allen conducts local seminars on educational topics, including fundamental and technical trading, research and options, market mechanics, and trading software. Since entering the industry in 1997, he has had several roles within Fidelity, including three years as a relationship manager for Fidelity's Private Client Group. During his tenure on one of Fidelity's retail desks; Mr. Allen assisted in execution and routing quality for Fidelity's most active clients. He also worked on an equity and options desk. Mr. Allen holds many security licenses, including Series 4, 7, 9/10, 55, 63, and 66. He graduated from the University of Maryland with a degree in business administration and a minor in finance.