Unclaimed
Marisol Eckels is a financial advisor with LPL Financial LLC. Marisol has been in the financial industry since 2001 and holds a Series 66 license as well as Series 7 and SIE licenses. Marisol is registered with the state of California as both a broker-dealer and an investment advisor. Marisol's professional experience includes working with LPL Financial LLC in Lompoc, CA. In addition to LPL Financial LLC, Marisol is also involved with Coast Hills Wealth Management and Coast Hills Credit Union.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/07/2002 - Present
LPL Financial LLC (LOMPOC CA)
BOTH
Issued 09/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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