Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justina? Claim Your ProfileJustina Tse-en Lai is a registered investment advisor representative with LNW in San Francisco, CA. Justina has been working in the financial industry since January 2013 and has a Series 65 license. Justina specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. LNW is an investment advisor with over 7 billion dollars under management. The firm offers financial planning, educational seminars, and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
09/28/2015 - Present
LNW (San Francisco CA)
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Justina Lai is the right advisor for you? Invested Better is here to help.
