Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Meneses is a financial advisor with LPL Financial LLC, a large financial services firm. Ricardo has been working in the financial industry since 2019, with prior experience at CETERA Investment Services LLC, CETERA Advisor Networks LLC, CETERA Advisors LLC, CETERA Financial Specialists LLC, and First Allied Securities, Inc. Ricardo holds the Series 7TO, Series 66, and SIE licenses. Ricardo offers financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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CA
05/29/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
07/24/2019 - 12/01/2020
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
06/03/2019 - 12/01/2020
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
06/03/2019 - 12/01/2020
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
06/03/2019 - 12/01/2020
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
06/03/2019 - 12/01/2020
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 02/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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