Unclaimed
Fletcher Maccarthy Marks is a registered representative with Citigroup Global Markets Inc. Fletcher Marks is licensed to provide investment advice and services in 53 states and districts. Fletcher Marks has been in the industry since July 31, 2016 and has passed the Series 63, Series 79, and SIE exams. Fletcher Marks is a member of the Financial Industry Regulatory Authority (FINRA) and has an approved SRO registration. The firm has over $50 billion in assets under management and provides investment advisory services to a variety of clients including high net worth individuals, corporations, and pension plans.
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.
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NY
08/01/2016 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
BC
Issued 08/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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