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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Weber is a financial advisor with Osaic Wealth, Inc. in Yorba Linda, CA. Mark has been in the industry since 1986 and is a licensed investment advisor. Mark specializes in financial planning, pension consulting and portfolio management. Mark is registered with FINRA, the State of California and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (YORBA LINDA CA)
CA
11/02/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (YORBA LINDA CA)
CA
09/19/2007 - 11/02/2009
LPL FINANCIAL CORPORATION (EL SEGUNDO CA)
CA
09/27/1991 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (EL SEGUNDO CA)
VA
05/21/1990 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
CA
02/07/1989 - 05/16/1990
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
07/06/1987 - 02/08/1989
AGFC INVESTMENT SECURITIES
NA
06/03/1986 - 07/14/1987
FOR SIGHT CAPITAL MANAGEMENT INC.
IA
Issued 12/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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