Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norma? Claim Your ProfileNorma Cunanan is a financial professional with over 24 years of experience in the financial services industry. Norma is currently registered with Western International Securities, Inc., where she provides a range of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Prior to joining Western International Securities, Inc., Norma was affiliated with Morgan Stanley and Quest Capital Strategies, Inc. Norma is licensed to provide investment advice in California and Ohio.
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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2
CA
04/05/2022 - Present
Western International Securities, Inc. (PASADENA CA)
CA
06/01/2009 - 04/23/2013
MORGAN STANLEY (PASADENA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GLENDALE CA)
CA
12/22/1998 - 04/02/2007
MORGAN STANLEY DW INC. (GLENDALE CA)
CA
08/20/1998 - 03/23/1999
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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