Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Motell is a financial advisor at Rubicon Advisors. Mark has over 12 years of experience in the financial services industry. Mark has a Series 7 and Series 66 license and has been registered with the state of California since 2015. Mark is dedicated to providing clients with personalized financial advice to help them achieve their financial goals. Mark specializes in providing financial advice to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Helps you choose top advisors aligned with your 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
10/24/2022 - Present
Rubicon Advisors (REDDING CA)
CA
04/16/2010 - 03/02/2015
WELLS FARGO ADVISORS, LLC (LINCOLN HILLS CA)
BOTH
Issued 05/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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