Citigroup Global Markets Inc
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About this Advisor
Mark Maxson is a financial advisor in Los Angeles, California. Currently a registered advisor with Citigroup Global Markets Inc, Maxson has 11 years of work experience in the financial advisory industry. Maxson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Maxson is registered to work with investors based out of California. Over the course of their career, they have held roles at J.P. Morgan Securities Inc, Jpmorgan Chase Bank, Ssi Investment Management and Citigroup. Citigroup Global Markets Inc is headquartered in Los Angeles, California, and has 631 additional brick-and-mortar locations in the nation. Overall, Citigroup Global Markets Inc oversees $31 billion in assets throughout 43,518 client accounts and employs more than 8,126 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 20,508 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Citigroup Global Markets Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Citigroup Global Markets Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
Mark Maxson Work History
Mark has 11 years of experience.
J.P. Morgan Securities Inc
Jpmorgan Chase Bank
Ssi Investment Management
Mark Maxson has disclosures.
Please visit their SEC profile for more details.