Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Benjamin Barret is a financial professional with experience in the industry since 2019. Mark is currently registered with Moelis & Co. LLC in Houston, Texas. Previously, Mark was affiliated with Guggenheim Securities, LLC and Citigroup Global Markets Inc., also in Houston. Mark holds the Series 63, Series 79TO, and SIE licenses.
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.
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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2
TX
01/22/2024 - Present
Moelis & Co. LLC (HOUSTON TX)
TX
08/13/2022 - 01/08/2024
GUGGENHEIM SECURITIES, LLC (Houston TX)
TX
08/24/2019 - 08/12/2022
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BC
Issued 08/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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