Mark G. Katzenberger
Professional summary
Mark G. Katzenberger, who also goes by Mark G Katzenberger, Mark Katzenberger, is a registered financial advisor currently at 401K AND MORE located in Arlington, Virginia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark G. Katzenberger's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2023 - Present
401K AND MORE
October 20, 2016 - December 31, 2022
401K AND MORE
January 2, 2009 - December 31, 2014
401K AND MORE
June 16, 1997 - May 21, 2002
OSAIC WEALTH, INC.
October 8, 1996 - May 22, 1997
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2023)
Exams
Current Firm
401K AND MORE
CRD#: 284178 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 2,324,378 |
Red Flags
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