Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saul? Claim Your ProfileSaul Abiel Palencia is a financial advisor with Secura Financial. Saul has been a registered investment advisor in California since June 2016 and has a Series 65 license. Saul holds a Series 65 and has experience with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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.
Referral fees
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CA
01/01/2025 - Present
Secura Financial (ORANGE CA)
IA
Issued 05/25/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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