Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Lu is an investment advisor representative with Oneamerica Securities, Inc., where she has been employed since July 2017. Rebecca is registered with the state of California as both a broker-dealer and an investment advisor representative. Rebecca is a skilled and experienced professional who specializes in portfolio management for individuals and businesses. Rebecca also provides financial planning and pension consulting services. Before joining Oneamerica Securities, Rebecca worked for American United Life and Mass Mutual. Rebecca's dedication to her clients and her commitment to providing comprehensive financial services have helped her achieve success in her field.
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
11/08/2017 - Present
Oneamerica Securities, Inc. (Newport Beach CA)
BC
Issued 02/28/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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