Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Ira Baca is a financial advisor with over 35 years of experience in the financial services industry. Mark currently works with Cetera Investment Advisers LLC. Mark has a broad range of experience and holds the Series 7, Series 24 and Series 63 securities licenses. Mark has a strong track record of helping individuals and families 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.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (RANCHO CORDOVA CA)
OH
03/16/1995 - 05/15/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
GA
12/17/1992 - 03/02/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
04/06/1987 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
02/20/1986 - 03/30/1987
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 3/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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