Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luminita? Claim Your ProfileLuminita Mora is a registered Investment Advisor Representative with Cetera Investment Advisers LLC in Redlands, CA. Luminita has been in the financial industry since May 2007 and is registered with the state of California. Luminita also holds the position of CEO at Dennis G Phillips & Associates Inc. in Redlands, CA, where Luminita has been working since September 2020. Luminita provides advisory services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and government entities.
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.
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CA
06/13/2024 - Present
Cetera Investment Advisers LLC (REDLANDS CA)
Active
Inactive
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