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Marcos D Pastrana

Newfront Retirement Services, Inc.

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About Marcos D Pastrana

Marcos Pastrana is a financial advisor at Newfront Retirement Services, Inc. Marcos is licensed to provide investment advisory services in California. Marcos has been in the financial services industry since 1998. Marcos is a licensed Series 6, Series 63, Series 26 and SIE registered representative. Marcos is also a licensed Uniform Investment Adviser Law Examination (Series 65) registered representative. Marcos's experience includes working with individuals, families, and businesses. Marcos specializes in retirement planning and investment management.

Firm Information

Marcos Pastrana is currently registered with Newfront Retirement Services, Inc.. Newfront Retirement Services, Inc. is a terminated corporation that was formed in 2012 and had its main office in San Francisco, California. The firm provided pension consulting services and had $366,754,875 in regulatory assets under management. Newfront Retirement Services, Inc. specialized in serving pension and profit-sharing plans, with 42 clients in this category. The firm had 6 licensed agents and 20 investment adviser representatives.
Newfront Retirement Services, Inc.

450 SANSOME STREET

SAN FRANCISCO, CA 94111

$366.75M

Assets Under Management

346

Total Clients

19

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marcos Pastrana’s Registration & Firm History

CA

02/01/2023 - Present

Newfront Retirement Services, Inc. (SAN FRANCISCO CA)

CA

10/13/2016 - 06/10/2019

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)

CA

12/15/1999 - 10/31/2001

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 01/31/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcos D Pastrana.
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