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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lourdes? Claim Your ProfileLourdes Lima-wallace is a financial advisor with over 17 years of experience in the industry. Lourdes is currently registered with Cetera Investment Advisers LLC, providing financial planning and investment advice to individuals, businesses, and charitable organizations. Lourdes has previously worked with FSC Securities Corporation, where Lourdes served as a Registered Representative from 2006 to 2021. Lourdes is licensed in 51 states and holds several securities licenses, including Series 4, 7, 24, 52TO, 53, and 66.
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
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (SMYRNA GA)
GA
07/28/2006 - 07/12/2021
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2009
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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