Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lovell? Claim Your ProfileLovell Shao is a financial advisor registered with DFA Securities LLC. Lovell has been in the industry since May 13, 2013. Lovell has passed the Series 63, Series 7, and SIE exams. Lovell is registered in California and Texas.
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.
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.
1
2
CA
05/14/2013 - Present
DFA Securities LLC (SANTA MONICA CA)
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lovell Shao is the right advisor for you? Invested Better is here to help.
