Unclaimed
Mark Gerard Turner is a financial advisor with over a year of experience in the financial services industry. Mark is registered with Tiaa-cref Individual & Institutional Services, LLC and holds Series 7, Series 63, and SIE licenses. He is also registered in Connecticut, New Jersey, New York, and Pennsylvania. Mark has previously worked with MML Investors Services, LLC. Mark's specializations include retirement planning, college savings, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
09/10/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
07/13/2020 - 08/04/2021
MML INVESTORS SERVICES, LLC (New York NY)
BC
Issued 09/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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