Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniel Marks is a financial advisor at Citigroup Global Markets Inc. Jeffrey is based in Tampa, FL. Jeffrey Marks has been in the financial industry for over 20 years. Prior to joining Citigroup Global Markets Inc., Jeffrey Marks was registered with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Jeffrey is licensed to sell securities in all 50 states and the District of Columbia. Jeffrey Marks specializes in providing financial planning, portfolio management, and asset allocation advice.
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
FL
09/21/2012 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
06/01/2009 - 09/21/2012
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
09/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
MD
12/12/1996 - 10/26/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 04/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Marks is the right advisor for you? Invested Better is here to help.
