Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rossina? Claim Your ProfileRossina Koleva is a financial advisor currently registered with LPL Financial LLC. Rossina has been in the financial industry since 2000 and has a Series 7 and Series 63 license as well as the SIE exam. Rossina is located in Torrance, CA. She has previously worked with CETERA ADVISOR NETWORKS LLC. LPL Financial LLC is an independent broker-dealer and registered investment advisor. The firm offers a wide range of financial products and services, including investment advisory, financial planning, retirement planning, and insurance. LPL Financial LLC manages over $463 billion in assets under management. Rossina specializes in providing financial advice to a variety of clients, including individuals, families, and businesses.
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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2
CA
10/15/2018 - Present
LPL Financial LLC (TORRANCE CA)
CA
09/07/2000 - 10/16/2018
CETERA ADVISOR NETWORKS LLC (TORRANCE CA)
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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