Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Conrad Barile is a financial advisor with over 16 years of experience in the financial services industry. Mark is currently registered with Capital Client Group, Inc. in San Antonio, TX and has been with the firm since 2013. Previously, Mark was registered with Morgan Stanley and Citigroup Global Markets Inc. Mark holds a Series 7, Series 24, Series 26, Series 31 and Series 66 license. Mark also holds the Securities Industry Essentials (SIE) Examination.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
TX
04/25/2013 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
TX
06/01/2009 - 01/17/2013
MORGAN STANLEY (HOUSTON TX)
TX
04/11/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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