Mark RennaCRD Number: 6070143
Current Firm: Citigroup Global Markets Inc.
Mark Renna (CRD# 6070143) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Citigroup||Boston, MA||Jul 2014 - Current||3|
|Fidelity Brokerage Services||Covington, KY||May 2012 - Jun 2014||2|
|Ne Moves Mortgage, LLC||Waltham, MA||Aug 2011 - Apr 2012||< 1|
|Emerson Hospital||Concord, MA||Jun 2005 - Dec 2011||6|
|Ne Moves Mortgage, LLC||Waltham, MA||Jun 2010 - May 2011||< 1|
|College Of Charleston||Charleston, SC||Aug 2007 - May 2011||3|
|Westford Academy||Westford, MA||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV