Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Aguilar is an investment advisor representative with Procore Advisors, LLC, based in Newport Beach, California. Mark has been in the industry since 2012 and holds a Series 65 license. Mark's experience includes providing financial planning, pension consulting and selection of other advisors to clients. Mark also works as a part-time boat captain and deckhand for City Cruises by Hornblower. Mark is passionate about helping individuals and businesses achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Portfolio for businesses and selection of tpmm.
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CA
11/17/2023 - Present
Procore Advisors, LLC (NEWPORT BEACH CA)
IA
Issued 11/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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