Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Analuisa? Claim Your ProfileAnaluisa Mercado is a financial advisor at EP Wealth Advisors. Analuisa has been with the firm since May 2011. Analuisa is a Certified Financial Planner and has a Series 65 license. Analuisa specializes in retirement planning, financial planning and tax preparation services. Analuisa has been registered with the state of California as an Investment Advisor Representative since November 2018.
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.
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.
Retirement plan advisory services & tax preparation 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.
A percentage of the total value of assets under management is charged.
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CA
11/01/2018 - Present
EP Wealth Advisors (TORRANCE CA)
IA
Issued 11/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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