Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lolla? Claim Your ProfileLolla R. Long is a financial advisor who is registered to offer securities and investment advisory services in 13 states. Lolla has been working in the financial services industry since March 2014. Lolla is currently employed by Cuso Financial Services, LP and works in the Riverside office. Lolla has previously worked with PNC INVESTMENTS and BBVA SECURITIES INC. Lolla holds Series 7, 6, 63 and 65 securities licenses.
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
04/04/2022 - Present
Cuso Financial Services, LP (RIVERSIDE CA)
CA
08/16/2021 - 03/16/2022
PNC INVESTMENTS (CORONA CA)
CA
04/07/2016 - 08/16/2021
BBVA SECURITIES INC. (PALM DESERT CA)
CA
01/13/2014 - 02/26/2016
SAGEPOINT FINANCIAL, INC. (ONTARIO CA)
IA
Issued 03/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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