Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilian? Claim Your ProfileLilian Luk is a financial professional with over 17 years of experience in the financial services industry. Lilian currently works with MML Investors Services, LLC. Prior to that, Lilian held roles at Globalink Securities, Inc. and Ameritas Investment Corp. Lilian is licensed to provide investment advice in the state of California. Lilian specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
11/22/2023 - Present
MML Investors Services, LLC (Alhambra CA)
CA
01/25/2021 - 11/30/2021
GLOBALINK SECURITIES, INC. (PASADENA CA)
CA
10/09/2017 - 01/31/2019
GLOBALINK SECURITIES, INC. (PASADENA CA)
CA
02/14/2014 - 10/13/2015
AMERITAS INVESTMENT CORP. (ALHAMBRA CA)
CA
04/25/2008 - 06/04/2012
HSBC SECURITIES (USA) INC. (ROWLAND HEIGHTS CA)
CA
07/18/2006 - 08/14/2006
HSBC SECURITIES (USA) INC. (ROWLAND HEIGHTS CA)
MN
09/05/2005 - 02/01/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/05/2005 - 02/01/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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