Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lourdes? Claim Your ProfileLourdes Chaiveera is a financial professional with over 23 years of experience in the industry. Lourdes is currently a Registered Representative and Investment Advisor Representative at Concourse Financial Group Securities, Inc. Lourdes has previously held roles at Foresters Equity Services, Inc., Gold Coast Securities, Inc., United Securities Alliance, Inc., and WMA Securities, Inc. Lourdes has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
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
10/22/2018 - Present
Concourse Financial Group Securities, Inc. (CERRITOS CA)
CA
02/11/2004 - 10/23/2018
FORESTERS EQUITY SERVICES, INC. (CERRITOS CA)
CA
09/10/2002 - 02/10/2004
GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)
CO
09/28/2000 - 09/19/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
11/10/1999 - 09/19/2000
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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