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MM

Marcenia A. Mask

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CRD#: 2110503
MM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marcenia Annette Mask, who also goes by Marcie Mask, was a registered financial professional .

Marcenia is a previously registered financial professional and started their career in finance in 1997. Marcenia had worked at 5 firms and has passed the Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marcie Mask

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 30, 2009 - October 6, 2016

PARTNERVEST ADVISORY SERVICES LLC

RIA
CRD#: 113621
PATTERSON, CA
Past

July 31, 2009 - May 5, 2014

SORRENTO PACIFIC FINANCIAL, LLC

BD
CRD#: 127787
WALNUT CREEK, CA
Past

September 10, 2007 - July 31, 2009

PARTNERVEST SECURITIES, INC.

BD
CRD#: 104134
WALNUT CREEK, CA
Past

December 2, 2002 - September 12, 2007

ASSOCIATED SECURITIES CORP.

BD
CRD#: 12969
WALNUT CREEK, CA
Past

August 14, 1997 - December 13, 2002

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/5/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PA
PARTNERVEST ADVISORY SERVICES LLC
PARTNERVEST ADVISORY SERVICES LLC

CRD#: 113621 / SEC#: 801-62795

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Contact information


Main Address
360 S. Hope Avenue Suite C210, Santa Barbara, CA 93105
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PARTNERVEST ADVISORY SERVICES LLC

CRD#: 113621

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