Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie Lujan is a financial advisor at Western International Securities, Inc. Laurie has been in the industry since 1998 and is registered with the state of California. Laurie works with individuals, families, and businesses to create personalized financial plans. Laurie's expertise includes financial planning, portfolio management, and retirement planning. Laurie's focus is on helping clients reach 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
07/08/2024 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
05/26/2006 - 06/20/2008
FINANCIAL WEST GROUP (EL SEGUNDO CA)
CA
01/01/1999 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (TORRANCE CA)
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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