Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew J. Lais is a financial advisor with Western International Securities, Inc. based in Westlake Village, CA. Andrew has been in the financial services industry since 1993 and has a wide range of experience. Andrew is registered with FINRA as a Registered Representative, and has also passed the Series 65 and 24 exams. Andrew is able to provide financial planning and investment advice to individuals, corporations, and retirement plans. He is also able to offer services such as educational seminars and portfolio management.
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.
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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2
CA
03/02/2018 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
09/08/2009 - 03/12/2018
LPL FINANCIAL LLC (PASADENA CA)
CA
11/16/2007 - 09/08/2009
ASSOCIATED SECURITIES CORP. (PASADENA CA)
CA
07/22/1996 - 11/19/2007
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
01/01/1994 - 08/16/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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