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Mark christopher Toreja Reyes

Nerdwallet Advisory

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About Mark christopher Toreja Reyes

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.

Firm Information

Mark christopher Reyes is currently registered with Nerdwallet Advisory. Nerdwallet Advisory is an investment advisor that provides financial planning and selection of other advisors for individuals other than high-net-worth individuals. The firm is headquartered in San Francisco, CA.
Nerdwallet Advisory

55 HAWTHORNE STREET, 10TH FLOOR

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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collaborations for financial plans

Collaborations for financial plans

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fee

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Mark christopher Reyes’s Registration & Firm History

CA

04/16/2024 - Present

Nerdwallet Advisory (Hawthorne CA)

CA

03/29/2021 - 04/02/2024

ALBERT SECURITIES, LLC (SANTA BARBARA CA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark christopher Toreja Reyes.
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