Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgia? Claim Your ProfileGeorgia Lo is a financial professional with over 15 years of experience in the industry. Georgia is currently registered with Cetera Investment Services LLC in California and holds Series 7, Series 63, and SIE licenses. Previously, Georgia was registered with LPL Financial LLC and Cetera Investment Services LLC. Georgia has a strong track record of providing clients with personalized financial advice and guidance.
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.
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.
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CA
09/25/2017 - Present
Cetera Investment Services LLC (SAN GABRIEL CA)
CA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (EL MONTE CA)
CA
11/20/2007 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (LOS ANGELES CA)
BC
Issued 01/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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