Marek P Pfeil

Current Employers

Employment History

• 12/2015 → 03/2019
  Sageview Advisory Group
  Irvine, CA
• 10/2014 → 03/2019
  Cetera Advisor Networks
  El Segundo, CA
• 04/2019 → Present
  World Investment Advisors
  Santa Barbara, CA
• 04/2019 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 09/2022 → Present
  Harmony Point Wealth Advisors, Inc.
  Irvine, CA
• 10/2025 → Present
  World Investments, Inc.
  Irvine, CA

Previous Registrations

• 2015-12-17 → 2019-03-26
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA

Other Businesses

1. Gerson Lehrman Group, Inc.; Investment-Related; 343 Sansome St., Suite 1550; San Francisco, CA 94104; Global Expert Network; Council Member; 09/2021; 1 hour per month; 1 hour during trading hours; Provide information on investment management and retirement industries; projects are infrequent and do not involve any client's of the firm 2. Guidepoint Global, LLC; 90 New Montgomery St., Suite 700; San Francisco, CA 94105; Invesment-Related; Global expert Network; Member; 09/2021;1 hour per month; 1 hour during trading hours; Provide information on investment management and retirement industries; projects are infrequent and do not involve any client's of the firm 3 Pensionmark Securities, LLC Broker Dealer Registered Representative since 04/2019 Investment Related 5. World Investment Advisors, LLC Investment Adviser Investment Adviser Representative Since 04/2019 Investment Related

Exams

• S66 Uniform Combined State Law Examination
  2015-12-09

Other Names

• Marek P Pfeil
• Marek Pfeil