Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Flavia? Claim Your ProfileFlavia Dolores Lo coco is an investment advisor representative with Western International Securities, Inc. in Pasadena, California. Flavia Dolores Lo coco has been in the industry since 2005 and is licensed in 16 states. Flavia Dolores Lo coco has a strong track record of providing financial planning and portfolio management services to individuals, corporations, and pension plans. Flavia Dolores Lo coco also holds several professional designations, including the Series 7, 63, and 65 licenses.
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.
1
2
CA
11/14/2020 - Present
Western International Securities, Inc. (PASADENA CA)
CA
10/21/2013 - 12/11/2020
RJJ PASADENA SECURITIES, INC. (SOUTH PASADENA CA)
CA
03/12/2010 - 10/28/2013
MORGAN STANLEY (LOS ANGELES CA)
CA
05/29/2007 - 03/18/2010
CITIGROUP GLOBAL MARKETS INC. (MONROVIA CA)
CA
01/13/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MONROVIA CA)
CA
10/29/2004 - 11/01/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 04/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Flavia Lo coco is the right advisor for you? Invested Better is here to help.
