Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kali? Claim Your ProfileKali Larrucea is a financial professional with over 1 year of experience in the financial industry. Kali is registered with Charles Schwab & Co., Inc. as a Broker and an Investment Advisor Representative. Kali holds Series 63, Series 7TO, Series 9, Series 10, and SIE licenses and is registered in all 50 states as a broker. Kali is based in Phoenix, Arizona.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
01/05/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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