Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lena? Claim Your ProfileLena Kaloostian is an Investment Advisor Representative associated with Trinity Capital Management, LLC. Lena holds a Series 65 license and is currently registered with the state of California. Lena has been in the industry since 2013, and has experience working with clients including corporations, individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. Trinity Capital Management, LLC provides financial planning and portfolio management services for individuals and businesses.
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.
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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CA
10/03/2013 - Present
Trinity Capital Management, LLC (ONTARIO CA)
IA
Issued 01/30/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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