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Rigoberto Talamantes Medina

Pacific OAK Capital Markets, LLC

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About Rigoberto Talamantes Medina

Rigoberto Talamantes Medina is a financial professional with over 15 years of experience in the industry. Currently, Rigoberto is registered with Pacific Oak Capital Markets, LLC, a firm based in Costa Mesa, California, and is licensed to sell securities in California, Hawaii, Nevada, Oregon, and Washington. Prior to joining Pacific Oak, Rigoberto has worked with several other firms, including ARETE Wealth Management, LLC, CION Securities, LLC, Resource Securities, Inc., KBS Capital Markets Group LLC, and Grubb & Ellis Securities, Inc. Rigoberto is also a Series 7, 63, and SIE licensed professional.

Firm Information

Rigoberto Medina is currently registered with Pacific OAK Capital Markets, LLC. Pacific OAK Capital Markets, LLC is a Limited Liability Company formed on March 26, 2020. The firm is registered with the Securities and Exchange Commission and all 50 states, as well as Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rigoberto Medina’s Registration & Firm History

CA

01/06/2021 - Present

Pacific OAK Capital Markets, LLC (COSTA MESA CA)

IL

11/23/2020 - 12/31/2020

ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)

NY

08/18/2016 - 12/04/2020

CION SECURITIES, LLC (NEW YORK NY)

PA

11/18/2014 - 04/04/2016

RESOURCE SECURITIES, INC. (PHILADELPHIA PA)

CA

10/22/2008 - 01/21/2014

KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)

CA

07/17/2007 - 10/21/2008

GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)

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Licenses & Designations

BC

Issued 08/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rigoberto Talamantes Medina.
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