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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucinda? Claim Your ProfileLucinda Salinas is an investment advisor representative at Cornerstone Wealth Advisors, Inc.. Lucinda has been in the industry since 1986 and has a broad range of experience in the financial services industry. Lucinda has worked with a variety of clients including high-net-worth individuals, families, and charitable organizations. Lucinda is committed to providing her clients with personalized financial advice and investment management services that meet their unique needs. Lucinda holds the Series 7, Series 6, Series 22, Series 63, and Series 65 licenses. Lucinda is also a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC).
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.
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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CA
01/01/2025 - Present
Cornerstone Wealth Advisors, Inc. (CARLSBAD CA)
CA
08/23/2011 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
OR
07/21/2010 - 06/28/2011
AXA ADVISORS, LLC (PORTLAND OR)
CA
11/19/2007 - 11/30/2009
WOODBURY FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/01/2004 - 11/20/2007
FSC SECURITIES CORPORATION (IRVINE CA)
VA
04/24/2003 - 12/15/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
02/20/2003 - 04/28/2003
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
CA
07/31/2002 - 09/20/2002
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
CA
07/25/2001 - 11/30/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MD
11/01/1999 - 11/16/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
11/27/1996 - 04/14/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
10/30/1992 - 06/26/1996
USLIFE EQUITY SALES CORP. (NEW YORK NY)
PA
12/19/1986 - 10/13/1992
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 07/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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