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 an active investment advisor representative at Cetera Investment Advisers LLC. Lucille has been in the securities industry since August 1988. Lucille has passed the Series 63, Series 7 and SIE exams and is registered in California, Oregon and Idaho. Lucille has previous experience with Avantax Investment Services, Inc., FTFS, American Express Financial Advisors Inc., IDS Life Insurance Company, Quest Securities, Inc., and Christopher Weil & Company, Inc. Lucille is a Board Member/Treasurer of the Joe Goode Performance Group in San Francisco, CA. Lucille is also the owner of a rental property in Oakland, CA.
OAKLAND, CA
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 8/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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