Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Salina? Claim Your ProfileSalina Lo has been in the financial industry since June 1994. Salina Lo is currently a registered representative at MML Investors Services, LLC. Salina Lo is also registered as an Investment Advisor Representative in California. Salina Lo has passed Series 6, 7, and 63 exams as well as the SIE exam. Salina Lo's previous employers include MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Salina Lo's primary office is located in Newport Beach, California. Salina Lo is also licensed in Missouri. Salina Lo has a designation as a Chartered Financial Consultant. Salina Lo is also a sole owner of rental real estate in Hermosa Beach, California. Salina Lo is also an independent insurance agent.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/25/2017 - Present
MML Investors Services, LLC (NEWPORT BEACH CA)
CA
06/29/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
06/29/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CITY OF INDUSTRY CA)
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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