Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Turner is a financial advisor with Citigroup Global Markets Inc. Mark has over 20 years of experience in the financial services industry. Mark is registered with the state of California as a Broker-Dealer and Investment Advisor Representative. Mark has a wide range of experience in providing financial advice to individuals and businesses. Mark is also licensed to sell securities and commodities.
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.
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2
CA
11/17/2011 - Present
Citigroup Global Markets Inc. (BEVERLY HILLS CA)
NY
03/01/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
09/12/2006 - 02/20/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/22/2003 - 09/13/2006
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CA
07/25/1994 - 08/04/1995
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
01/19/1993 - 07/25/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/23/1989 - 03/27/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/23/1988 - 06/23/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NY
04/19/1988 - 08/20/1988
NORSTAR BROKERAGE CORPORATION (NEW YORK NY)
IA
Issued 11/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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