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Gladys E Limones

Lifesteps Financial

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About Gladys E Limones

Gladys Limones is a financial advisor currently registered with Lifesteps Financial. Gladys has been in the industry since 2002 and has experience with both individual and business clients. Gladys holds licenses for Series 7 and 66, and previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Gladys is based in Claremont, California, where she provides financial planning, portfolio management, and selection of other advisers services.

Firm Information

Gladys Limones is currently registered with Lifesteps Financial. Lifesteps Financial is an investment advisor located in Claremont, California. They offer a variety of services, including financial planning, portfolio management for individuals and businesses, and bill payment and reconciliation services. The firm serves individuals, corporations, and high net worth individuals. Their regulatory assets under management total $315,394,125.
Lifesteps Financial

250 WEST FIRST STREET

CLAREMONT, CA 91711

$315.39M

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill payment and reconciliation service

Bill payment and reconciliation service

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gladys Limones’s Registration & Firm History

CA

06/22/2010 - Present

Lifesteps Financial (CLAREMONT CA)

CA

06/01/2009 - 09/21/2009

MORGAN STANLEY SMITH BARNEY (CLARMONT CA)

CA

05/29/2002 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CLARMONT CA)

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Licenses & Designations

BOTH

Issued 12/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gladys E Limones.
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