Unclaimed
Mark Davidson is a financial professional with over 9 years of experience in the financial services industry. Mark currently works as a registered representative for Neuberger Berman BD LLC. Prior to joining Neuberger Berman BD LLC, Mark held positions at CITI PRIVATE ALTERNATIVES, LLC and CITIGROUP GLOBAL MARKETS INC.. Mark holds the Series 31, SIE and Series 7 licenses. Mark has a specialization in 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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
NY
06/03/2024 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
08/30/2017 - 06/10/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NY
02/02/2015 - 06/10/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
BC
Issued 04/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 03/11/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq ISE, LLC
N
Nasdaq Stock Market
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