Unclaimed
Mark Phillip Antariksa is an investment advisor representative at City National Rochdale in Irvine, California. Mark has been in the industry since May 2019 and holds the Series 7, Series 66, and SIE licenses. Mark has experience in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
CA
07/16/2021 - Present
City National Rochdale (Irvine CA)
CA
01/28/2019 - 10/02/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (SANTA CLARITA CA)
BOTH
Issued 03/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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