Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Robles is an investment advisor representative with Alta Pacific Wealth Management LLC in Mission Viejo, CA. Mark is a licensed and registered representative with over 30 years of experience in the financial services industry. His experience includes working at Wedbush Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., PaineWebber Incorporated, Bache Halsey Stuart Shields Incorporated, Paine, Webber, Jackson & Curtis Inc., and Paine, Webber, Jackson & Curtis Incorporated. Mark is also a licensed principal with Series 8 qualifications. Mark is licensed to offer investment advice in California. Mark specializes in financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Alta Pacific Wealth Management LLC (MISSION VIEJO CA)
CA
10/21/2010 - 07/03/2013
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
09/30/2008 - 10/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
CA
01/01/2008 - 10/07/2008
WACHOVIA SECURITIES, LLC (LAGUNA WOODS CA)
CA
01/24/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAGUNA WOODS CA)
NY
09/09/1987 - 01/18/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/05/1983 - 08/19/1987
PAINEWEBBER INCORPORATED
NA
09/17/1980 - 08/30/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
NA
01/31/1980 - 09/21/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
09/25/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BOTH
Issued 05/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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