Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Clare Fung is an investment advisor representative with LPL Financial LLC, located in San Francisco, California. Louise has been in the financial services industry for 10 years, and holds multiple licenses including the Series 7, 6, 63, and 65 exams. Louise is committed to providing personalized financial advice to individuals, families, and businesses. Louise’s expertise includes retirement planning, investment management, and insurance. Louise specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Louise also has a strong understanding of insurance products and can help clients find the right coverage for their needs.
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.
Consulting and other non-discretionary advisory services
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
07/24/2012 - Present
LPL Financial LLC (SAN FRANCISCO CA)
IA
Issued 07/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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