Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cruz? Claim Your ProfileCruz Lagunas is an Investment Advisor Representative with Assetmark, Inc. Cruz is based in the firm's Concord, CA office. Cruz is registered in Illinois and has been in the industry for 4 years. Cruz specializes in providing financial advice to corporations or other businesses, individuals, pension and profit sharing plans, high-net-worth individuals, insurance companies, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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IL
03/03/2023 - Present
Assetmark, Inc. (Chicago IL)
IA
Issued 02/24/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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