Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loris? Claim Your ProfileLoris Rose is a financial advisor with Centaurus Financial, Inc., headquartered in Anaheim, CA. Loris has been in the financial industry since 2000 and has a Series 7, Series 66, and SIE license. Loris is currently registered with the states of California, Idaho, Kentucky, Nevada, Pennsylvania, Texas, and Washington. Loris previously worked with AXA Advisors, LLC in New York, NY. Loris specializes in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Loris is a licensed insurance agent, and also provides health insurance services.
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
11/08/2023 - Present
Centaurus Financial, Inc. (SANTA ANA CA)
NY
06/07/2000 - 07/14/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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