Mark Ansara

Mark Ansara Email and Phone Number

Director Pelorus Capital Management @ PELORUS CAPITAL MANAGEMENT, LLC
Mark Ansara's Location
Orange County, California, United States, United States
Mark Ansara's Contact Details

Mark Ansara personal email

n/a
About Mark Ansara

As a Director at Pelorus Capital Management, Mark Ansara brings a wealth of knowledge and expertise to help clients address their financial concerns. Ever since starting his career as a Floor Trader with Pacific Stock Exchange in 1991, Mark has focused on educating clients about financial markets and has earned the trust of countless individuals, families, and businesses throughout his 30+ year career in financial services. I am currently accepting new clients and appreciate your referrals. I maintain the General Securities Representative Series 7, as well as the Series 55, 63, and 65 registrations. In addition, I also hold insurance licenses in numerous states for life, accident, and variable contracts. CA Insurance License # OE73214. Resident State CA.This information is intended for use by residents of AZ, CA, CO, FL, ID, MD, ME, MO, NM, NV, OR, TN, TX, UT, VA, and WA only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Mark Ansara's Current Company Details
PELORUS CAPITAL MANAGEMENT, LLC

Pelorus Capital Management, Llc

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Director Pelorus Capital Management
Mark Ansara Work Experience Details
  • Pelorus Capital Management, Llc
    Director
    Pelorus Capital Management, Llc Nov 2022 - Present
    Irvine, California, United States
  • Wells Fargo Advisors
    Senior Vice President - Investments
    Wells Fargo Advisors Apr 2013 - Nov 2022
    Irvine, Ca
    For the past decade, I have helped clients address their financial concerns and develop sound strategies by focusing on each individuals specific needs. With extensive experience throughout major market shifts, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families, and foundations to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail and unwavering concern for the well being of my clients are the hallmarks of my client service model.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
  • Crowell, Weedon & Co.
    Partner
    Crowell, Weedon & Co. Jun 1999 - Apr 2013
    Proprietary Trader - Equities
  • Salomon Smith Barney
    Specialist - Pacific Stock Exchange
    Salomon Smith Barney Jan 1991 - Jan 1999
    Floor trader on the PSE.

Mark Ansara Skills

Financial Advisory Finance Mutual Funds Securities Retirement Planning Equities Tactical Asset Allocation Investment Strategies Fixed Income Strategies Options Strategies

Mark Ansara Education Details

  • California State Polytechnic University-Pomona
    California State Polytechnic University-Pomona
    Finance And Real Estate
  • Webb School
    Webb School

Frequently Asked Questions about Mark Ansara

What company does Mark Ansara work for?

Mark Ansara works for Pelorus Capital Management, Llc

What is Mark Ansara's role at the current company?

Mark Ansara's current role is Director Pelorus Capital Management.

What is Mark Ansara's email address?

Mark Ansara's email address is ma****@****don.com

What is Mark Ansara's direct phone number?

Mark Ansara's direct phone number is +131487*****

What schools did Mark Ansara attend?

Mark Ansara attended California State Polytechnic University-Pomona, Webb School.

What are some of Mark Ansara's interests?

Mark Ansara has interest in Children, Economic Empowerment, Politics, Education, Environment, Science And Technology, Arts And Culture.

What skills is Mark Ansara known for?

Mark Ansara has skills like Financial Advisory, Finance, Mutual Funds, Securities, Retirement Planning, Equities, Tactical Asset Allocation, Investment Strategies, Fixed Income Strategies, Options Strategies.

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