Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Basile is an Investment Advisor Representative at Legacy Investment Services, LLC. Mark has been in the industry since 2011 and is registered with the state of California. Mark also has a Series 63 and a Series 65 license. Mark holds a current Series 65 registration with the state of California. Mark has a number of specializations, including financial planning. Mark is a teacher at Pasadena City College and an insurance agent with Legacy Financial and Insurance Services, as well as a licensed insurance agent with Basile & Associates, Inc. Legacy Investment Services, LLC provides a variety of services to their clients, including financial planning, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees/pension consulting fees
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CA
06/24/2020 - Present
Legacy Investment Services, LLC (RANCHO CUCAMONGA CA)
BC
Issued 10/16/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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