Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Richard Turner is a financial advisor registered with Citigroup Global Markets Inc. Mark has been in the securities industry since December 7, 1998. Mark is registered to provide investment advice in California and also has a branch office in Beverly Hills. Mark is also registered to provide investment advice in several other states, including Arizona, Colorado, Connecticut, Florida, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Washington, and Wisconsin. Before joining Citigroup Global Markets Inc. Mark worked at Citigroup Investment Services, Morgan Stanley DW Inc., Deutsche Bank Securities Inc., BA Investment Services, Inc., Dean Witter Reynolds Inc., Smith Barney, Harris Upham & Co., Incorporated, Drexel Burnham Lambert Incorporated, and Norstar Brokerage Corporation.
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 11/9/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 4/23/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
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Cboe EDGA Exchange, Inc.
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Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
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Nasdaq BX, Inc.
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Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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