Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amie? Claim Your ProfileAmie Shapiro is an Investment Advisor Representative at Lula Financial, based in Oakland, CA. Amie has been in the industry for over 5 years. Amie specializes in financial planning and portfolio management for individuals. Amie is registered with the state of California. Amie earned the Series 65 license by passing the Uniform Investment Adviser Law Examination.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
06/02/2020 - Present
Lula Financial (Oakland CA)
IA
Issued 05/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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