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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francine? Claim Your ProfileFrancine Lai is a financial advisor with Gerber Kawasaki Wealth & Investment Management. Francine has over 12 years of experience in the financial services industry. Francine is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 66 licenses. Francine's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Francine is registered with the state of California.
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.
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.
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.
Third-party advisory fees
1
2
CA
01/12/2011 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/22/2012 - 07/20/2021
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
08/11/2009 - 10/24/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
BOTH
Issued 12/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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