Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lobdell is a financial professional with over 40 years of experience in the financial services industry. Mark is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative in California and Texas. Mark has a strong background in portfolio management for both individuals and businesses. Mark is also experienced in providing financial planning services. Mark has been involved in the financial services industry since 1979. Mark's background includes previous experience with other financial institutions, including First Allied Securities, Inc., UBS Financial Services Inc., Morgan Stanley DW Inc., and Dean Witter Reynolds Inc. Mark's dedication to providing quality financial services is evident in his long career and commitment to his clients.
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.
1
2
CA
11/01/2022 - Present
Cetera Investment Advisers LLC (BENICIA CA)
CA
04/08/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BENICIA CA)
CA
08/26/2005 - 04/28/2008
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
NY
11/04/1986 - 08/31/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
03/13/1985 - 10/15/1986
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
06/21/1979 - 03/05/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 3/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/1990
Series 3 - National Commodity Futures Examination
BC
Issued 6/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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