Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dora? Claim Your ProfileDora Loaiza is a financial professional with over 20 years of experience in the industry. She has a strong background in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Dora currently holds a Series 66, Series 53, Series 4, Series 24, Series 52TO, SIE and Series 7 license and is registered with Cetera Investment Advisers LLC. Dora is also licensed as an Investment Advisor Representative (IAR) in California and Texas. Dora is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
11/03/2015 - 04/02/2018
ARES INVESTOR SERVICES LLC (LOS ANGELES CA)
CA
04/29/2008 - 11/02/2015
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
03/04/2003 - 05/06/2008
1717 CAPITAL MANAGEMENT COMPANY (LOS ANGELES CA)
BOTH
Issued 7/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/31/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/9/2008
Series 4 - Registered Options Principal Examination
BC
Issued 9/8/2007
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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