Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Reina is a financial advisor at Infinity Financial Services Advisory. Mario has over 20 years of experience in the financial services industry and is registered to provide investment advisory services in California. Mario is a Series 66 and Series 63 licensed advisor. He also holds Series 7, Series 24 and SIE licenses. He has provided financial advice to a variety of clients, including individuals, corporations, and high-net-worth individuals. Mario specializes in financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
04/18/2020 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
07/15/2014 - 04/14/2015
PROEQUITIES, INC. (SAN DIEGO CA)
CA
08/11/2006 - 01/11/2007
UNIONBANC INVESTMENT SERVICES, LLC (LA MESA CA)
NY
10/25/2001 - 10/14/2004
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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