Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Rudy Pineda is a financial advisor with Lifeworks Advisors, LLC, based in Orange, California. Isaac has been in the financial services industry since 2015, and has held previous roles with Centaurus Financial, Inc. and J.P. Morgan Securities LLC. Isaac is licensed in California and Indiana, holds Series 6, 7TO, 63, and 65 licenses, and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Isaac provides advisory services to a wide range of clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing 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.
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
01/01/2025 - Present
Lifeworks Advisors, LLC (Orange CA)
CA
02/23/2022 - 06/11/2024
CENTAURUS FINANCIAL, INC. (DOWNEY CA)
CA
05/02/2019 - 02/02/2022
J.P. MORGAN SECURITIES LLC (LA HABRA CA)
CA
08/28/2015 - 12/22/2017
NYLIFE SECURITIES LLC (GLENDALE CA)
IA
Issued 02/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Isaac Pineda is the right advisor for you? Invested Better is here to help.
