Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eric Terna is a financial advisor with over 20 years of experience in the industry. Mark has worked with a number of leading firms including Morgan Stanley, Citigroup Global Markets Inc., Ladenburg, Thalmann & Co., Inc. and Ladenburg Capital Management Inc. Mark currently works as a registered representative for Oppenheimer & Co. Inc. Mark is registered in 28 states and holds Series 7, Series 63, Series 65 and SIE licenses. Mark is a specialist in Financial Planning, Pension Consulting, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
05/11/2023 - Present
Oppenheimer & Co. Inc. (LITCHFIELD CT)
NY
06/01/2009 - 05/25/2023
MORGAN STANLEY (NEW YORK NY)
NY
04/12/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/20/2002 - 04/19/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
07/19/2002 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 08/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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