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 industry. Mark is currently registered with Cetera Investment Advisers LLC, and is based out of the Benicia, CA office. Prior to this, Mark was affiliated with First Allied Securities, Inc., UBS Financial Services Inc., Morgan Stanley DW Inc., and Smith Barney, Harris Upham & Co., Incorporated. Mark specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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 03/13/1996
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 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1990
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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