Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian MacK is a financial professional with over 30 years of experience in the industry. Brian is currently a registered representative and investment advisor representative at Citigroup Global Markets Inc., where Brian has been employed since 2006. Prior to joining Citigroup Global Markets Inc., Brian was employed at Morgan Stanley Smith Barney, American Skanda Marketing, Inc., Pruco Securities, LLC., and Prudential Investment Management Services LLC. Brian has a wide range of experience and holds several industry licenses and certifications, including Series 6, 7, 24, 26, 63, and SIE. Brian is committed to providing comprehensive financial advice to individuals, businesses, and institutions.
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.
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.
Asset allocation advice
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.
1
2
NY
03/02/2012 - Present
Citigroup Global Markets Inc. (New York NY)
NY
06/01/2009 - 02/08/2012
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
08/30/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
05/27/2004 - 07/06/2006
AMERICAN SKANDIA MARKETING, INC. (NEWARK NJ)
NJ
12/13/2002 - 06/08/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
03/28/2002 - 12/13/2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MA
02/25/1992 - 12/21/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/25/1992 - 12/21/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 04/19/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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