Unclaimed
Luciano Graff is an investment advisor representative with Secure Investment Management, LLC. Luciano has been in the securities industry since 2024 and is registered with the state of California. Luciano is a Series 66 and Series 63 licensed and has also passed the Series 7TO and SIE exams. Luciano specializes in financial planning and portfolio management for individuals. Secure Investment Management is an investment advisory firm based in Tucson, Arizona with a total of 614 clients and $32,406,000 in regulatory assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
Advice regarding reits
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/16/2024 - Present
Secure Investment Management, LLC (Torrance CA)
CA
03/28/2024 - 05/21/2024
NYLIFE SECURITIES LLC (GLENDALE CA)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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