Years of Experience
5-20+ Years
WESTLAKE VILLAGE, CA
1 Disclosures
ADVISOR BIO
Mario Valverde is an investment advisor representative at Manchester Financial Inc. Mario has been in the financial industry since 2009, and is registered with the state of California and is also a licensed insurance agent.
SPECIALIZATIONS
NAPA, CA
0 Disclosures
ADVISOR BIO
Mario Enrique Abrego is a financial advisor with J.P. Morgan Securities LLC. Mario is registered in the state of California and holds both the Series 6TO and SIE licenses. Mario joined J.P. Morgan Securities LLC in August 2024 and has been in the financial industry since August 2024. The firm is headquartered in New York, NY.
SPECIALIZATIONS
SOUTH COAST METRO, CA
16 Years Experience
0 Disclosures
ADVISOR BIO
Mario Orlando Vasquez is a registered representative with Golden State Wealth Management, LLC. Mario has been in the industry since 2008. Mario is registered with the following states: Arizona, California, Colorado, Idaho, Louisiana, Nevada, Utah, and Virginia. Mario provides investment advisory services through Golden State Wealth Management, LLC, an independent investment advisor firm.
SPECIALIZATIONS
ELK GROVE, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Mario Urbina is a registered representative with J.p. Morgan Securities LLC. Mario is licensed in California and has been in the securities industry since August 2021. Mario specializes in investment company products, variable contracts, and financial planning.
SPECIALIZATIONS
San Mateo, CA
0 Disclosures
ADVISOR BIO
Mario Valente is a financial advisor registered with Stansberry Asset Management, LLC. Mario Valente has been in the industry for over 20 years and specializes in providing financial advice to individuals and families. Mario Valente's areas of expertise include financial planning, portfolio management, and retirement planning. Mario Valente is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
SAN DIEGO, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Mario Quintero is a registered representative with J.p. Morgan Securities LLC. Mario is registered with the state of California for securities and investment advisory services, and has been actively working in the financial industry since 2012. Mario is currently located in San Diego, California.
SPECIALIZATIONS
SACRAMENTO, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Mario Rene Perez is a financial advisor who has been in the industry since 2008. Mario is currently registered with Robert W. Baird & Co. Inc. and has previously worked with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Mario holds a Series 66, Series 7, and SIE license and is registered in 23 states. Mario specializes in working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, insurance companies, and charitable organizations.
SPECIALIZATIONS
BAKERSFIELD, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Mario R. Orellana is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Bakersfield, California. Mario has been in the financial services industry since 2016 and is a Series 6, 63, and 6TO licensed representative. Mario previously worked at J.P. Morgan Securities LLC. Mario provides financial advice to a variety of clients, including individuals, corporations, and institutions.
SPECIALIZATIONS
SAN DIEGO, CA
24 Years Experience
0 Disclosures
ADVISOR BIO
Mario Antonio Rosas is a financial advisor with UBS Financial Services Inc. Mario has been in the financial industry since 2001 and has experience in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Mario is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 63 and Series 66 license.
SPECIALIZATIONS
NOVATO, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Mario Pometta is a financial advisor at LPL Financial LLC. Mario has been in the financial services industry since January 17, 2015. Mario holds a Series 66 license. Mario previously worked at Sorrento Pacific Financial, LLC in Clearlake, CA and Edward Jones in Santa Rosa, CA. Mario is registered to provide financial advice in California, Oregon, Texas, and Vermont.
SPECIALIZATIONS