Unclaimed
Lara Jane Deutchman is a financial advisor with over 20 years of experience in the industry. Lara has a strong track record of success in providing investment advice and financial planning services. She is currently registered with U.S. Bancorp Advisors, LLC, and has held previous registrations with several other firms, including LPL Financial LLC and Ameriprise Financial Services, Inc. Lara is dedicated to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/22/2012 - Present
U.s. Bancorp Advisors, LLC (LOS ANGELES CA)
CA
05/04/2010 - 05/08/2012
LPL FINANCIAL LLC (LONG BEACH CA)
CA
05/01/2009 - 04/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
CA
07/24/2009 - 04/01/2010
SECURITIES AMERICA, INC. (GLENDALE CA)
CA
04/14/2005 - 05/11/2009
WAMU INVESTMENTS, INC. (SEAL BEACH CA)
NY
05/08/2003 - 11/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/03/2003 - 02/13/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
12/21/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
09/20/2000 - 10/17/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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