Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don adrian? Claim Your ProfileDon Adrian Tecson Ventura is a financial advisor with over 18 years of experience in the financial services industry. Don is currently registered with LPL Financial LLC in California and Texas. Don has a wide range of experience with previous employers including SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Don holds a Series 66, Series 24, Series 7 and SIE licenses. Don's areas of specialization include: portfolio management for businesses, individuals, consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/15/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/31/2005 - 03/17/2022
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
06/22/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
02/11/2004 - 04/16/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/11/2004 - 04/16/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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