Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alessandra? Claim Your ProfileAlessandra Eppich is a financial advisor with LPL Financial LLC. Alessandra is licensed in California and holds the Series 7, 63, and SIE licenses. Alessandra has been a financial advisor since December 2019. Prior to joining LPL Financial LLC, Alessandra worked at VANGUARD MARKETING CORPORATION. Alessandra is a financial advisor that works with both individuals and businesses. Alessandra provides a variety of financial services to her clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
10/19/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
AZ
10/25/2019 - 08/30/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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