Mario
Reina

Infinity Financial Services

CRD#4397255
Investment Advisor
in San Diego, CA
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About this Advisor

Mario Reina is a financial advisor whose office is in San Diego, California. Currently a registered investment advisor at Infinity Financial Services, Reina has 11 years of practice as a financial advisor. Reina maintains Series 63 and Series 66 licenses, certifying them as a securities representative. Reina can work with clients in California. Over the course of their career, Reina has held roles at Ernst & Young Llp, Bankers Life, Proequities Inc and Infinity Financial Services. Infinity Financial Services is based out of San Diego, California. None of the firm's clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

9883 Pacific Heights Blvd Suite C
San Diego, CA 92121

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Infinity Financial Services Brokerage Details

Total Assets Under Management

$94,416,732

CA Average: $7,578,581,321
Total Number of Employees

58

CA Average: 43
Total Number of Accounts

436

CA Average: 3,727
Average Account Size

$216,552

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Mario Reina Work History

Mario has 11 years of experience.

2015 - Present (4 years)

Infinity Financial Services

2014 - 2015 (1 years)

Bankers Life

2014 - 2015 (1 years)

Proequities Inc

2014 - 2015 (1 years)

Bankers Life

2007 - 2013 (6 years)

Ernst & Young Llp

Disclosures

Mario Reina has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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