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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fina? Claim Your ProfileFina Laura Sneed is a financial advisor with over 10 years of experience in the industry. Fina currently works with LPL Financial LLC and Provence Wealth Management Group. Fina is registered to provide investment advice in California and Oregon. Fina has Series 6, 7, 63, and 66 licenses. Fina is also a Certified Financial Planner. Fina provides financial planning, investment management, and other advisory services. Fina works with a variety of clients, including individuals, families, businesses, and retirement plans.
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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2
CA
10/04/2022 - Present
LPL Financial LLC (IRVINE CA)
CA
06/02/2016 - 06/20/2016
GENEOS WEALTH MANAGEMENT, INC. (IRVINE CA)
CA
10/10/2007 - 12/05/2007
AIG FINANCIAL ADVISORS, INC. (MISSION VIEJO CA)
BOTH
Issued 12/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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