Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph Renna is a financial advisor with Citigroup Global Markets Inc., registered in 32 states and the District of Columbia. Renna has been working in the industry since 2012 and holds Series 63, Series 66, Series 7 and SIE licenses. Mark Joseph Renna specializes in providing portfolio management for individuals and businesses, financial planning and asset allocation advice. Renna has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Renna previously worked at Fidelity Brokerage Services LLC in Covington, KY.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
MA
08/29/2014 - Present
Citigroup Global Markets Inc. (BOSTON MA)
KY
08/07/2012 - 07/01/2014
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 08/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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