Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Lozano is a registered investment advisor representative. Christian Lozano is a financial professional with over six years of experience in the financial services industry. Christian Lozano is currently registered with Eagle Strategies LLC and has passed the Series 6, Series 7TO, Series 63 and Series 66 exams. Christian Lozano provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Christian Lozano also provides pension consulting and selection of other advisors services. Christian Lozano is a registered investment advisor representative in California, Colorado and Iowa.
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.
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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CA
06/25/2024 - Present
Eagle Strategies LLC (ANAHEIM CA)
BOTH
Issued 6/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/1/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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