Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luella? Claim Your ProfileLuella Mahoney is an investment advisor representative registered with Principal Securities, Inc. Luella has been in the industry since 2002. Luella has a Series 6, 7, and 63 license along with a SIE and Series 65 license. Luella is active in Iowa. In addition to working as an investment advisor representative, Luella Mahoney is also an owner of JAMSA Real Estate, a rental property and house flipping business. Luella Mahoney currently works at the DES MOINES, IA branch of Principal Securities, Inc.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
04/17/2006 - Present
Principal Securities, Inc. (DES MOINES IA)
GA
09/20/2002 - 10/30/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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