Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rogelio? Claim Your ProfileRogelio Evangelista Lunaria is a financial professional with over 17 years of experience in the industry. Rogelio holds the Series 6, Series 63, and SIE licenses. Rogelio is currently registered with Pacific Select Distributors, LLC, a firm with offices in Newport Beach, California. Prior to this, Rogelio was affiliated with Farmers Financial Solutions, LLC, AIG Financial Advisors, Inc., and SunAmerica Securities, Inc. Rogelio is licensed to provide securities-related services in California.
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.
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.
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2
CA
03/28/2007 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
CA
12/11/2006 - 03/23/2007
FARMERS FINANCIAL SOLUTIONS, LLC (HUNTINGTON BEACH CA)
CA
10/31/2005 - 08/04/2006
AIG FINANCIAL ADVISORS, INC. (IRVINE CA)
AZ
02/24/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 03/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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