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Mark Christopher Toreja Reyes is a financial advisor with Nerdwallet Advisory. Mark has been in the financial services industry for over 10 years. Mark has a Series 7TO, Series 63 and SIE licenses. Mark's previous experience includes roles at Albert Securities, LLC, Albert Corporation, California Capital Management, and Wilshire Associates. Mark specializes in providing financial planning services and collaborating with clients on financial plans. Mark is a Certified Financial Planner. Mark is also a volunteer teacher for Financial Beginnings, a volunteer financial advisor for the Financial Planning Association of Los Angeles, and an advisory board member for the Pilipino Alumni Association of UCLA.
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.
Helps you choose top advisors aligned with your financial goals.
Collaborations for financial plans
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.
Referral fee
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CA
04/16/2024 - Present
Nerdwallet Advisory (Hawthorne CA)
CA
03/29/2021 - 04/02/2024
ALBERT SECURITIES, LLC (SANTA BARBARA CA)
BC
Issued 10/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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