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Mark Anton Luning

Morgan Stanley

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About Mark Anton Luning

Mark Anton Luning is an active registered representative with Morgan Stanley. Mark has been in the financial services industry for over 25 years and has held various roles at different firms. Mark has a wide range of experience in the financial services industry and is well-equipped to provide guidance and advice to clients. Mark is currently registered to provide investment advice in Florida and Texas.

Firm Information

Mark Luning is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Mark Luning’s Registration & Firm History

FL

04/08/2020 - Present

Morgan Stanley (Naples FL)

FL

01/23/2015 - 10/26/2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NAPLES FL)

FL

09/18/2013 - 01/20/2015

SHAY FINANCIAL SERVICES, INC. (CORAL GABLES FL)

TN

09/09/2004 - 03/16/2009

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)

NA

07/30/1990 - 02/03/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

03/14/1989 - 07/20/1990

SHEARSON LEHMAN GOVERNMENT SECURITIES, INC.

NA

03/14/1989 - 07/20/1990

SHEARSON LEHMAN HUTTON INC.

NA

03/14/1989 - 07/20/1990

SHEARSON LEHMAN HUTTON SPECIAL SECURITIES INCORPORATED

NA

11/20/1980 - 11/14/1988

GOLDMAN, SACHS & CO.

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Licenses & Designations

BOTH

Issued 10/10/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/1988

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/16/1981

Series 5 - Interest Rate Options Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Mark Anton Luning.
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