Unclaimed
Liliana Radu is a financial advisor with over 25 years of experience in the industry. Liliana works with Commonwealth Financial Network and is registered with the state of California as an Investment Advisor Representative. Previously Liliana worked with LPL FINANCIAL LLC, SUNAMERICA SECURITIES, INC., and TITAN/VALUE EQUITIES GROUP, INC. Liliana holds several industry certifications, including the Series 6, 7, 22, 24, and SIE exams. Liliana is known for providing financial planning, portfolio management, and pension consulting. Liliana is also a co-owner of two rental properties and has been involved with fixed insurance sales.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/22/2018 - Present
Commonwealth Financial Network (Laguna Niguel CA)
CA
06/27/1994 - 06/01/2018
LPL FINANCIAL LLC (LAGUNA NIGUEL CA)
AZ
04/14/1992 - 06/27/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/25/1991 - 04/13/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 07/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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