Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucille? Claim Your ProfileLucille Freedman is a financial advisor with over 30 years of experience in the industry. Lucille is currently registered with Cetera Investment Advisers LLC. She is a Series 63, Series 7, and SIE licensed professional. Lucille is a resident of Oakland, California and holds other business interests in rental property. Lucille offers a variety of financial services, including financial planning, pension consulting, portfolio management for businesses and individuals, educational seminars, and selection of other advisers. Lucille Freedman has extensive experience working with individual clients, corporations and charitable organizations.
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.
1
2
CA
01/06/2022 - Present
Cetera Investment Advisers LLC (OAKLAND CA)
CA
01/22/1990 - 01/12/2022
AVANTAX INVESTMENT SERVICES, INC. (Oakland CA)
NA
11/09/1987 - 02/14/1989
FTFS
NA
08/31/1988 - 12/19/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/31/1988 - 12/19/1988
IDS LIFE INSURANCE COMPANY
NA
02/29/1988 - 08/20/1988
QUEST SECURITIES, INC.
NA
06/23/1987 - 08/25/1987
CHRISTOPHER WEIL & COMPANY, INC
BC
Issued 08/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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