Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sinahy? Claim Your ProfileSinahy Luna is a financial advisor at Fidelity Personal And Workplace Advisors in Brea, CA. Sinahy has been in the industry since December 2011 and has been registered with Fidelity Personal And Workplace Advisors since January 2019. Sinahy is also registered in Arizona, California, Florida, Georgia, Hawaii, Illinois, Nevada, New Jersey, New Mexico, Ohio, Oregon, Tennessee, Texas, and Wisconsin. Sinahy specializes in providing financial advice to individuals, families, and businesses. Sinahy holds the Series 6, 7, 63 and 66 licenses as well as the SIE designation.
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.
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.
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.
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2
CA
12/02/2020 - Present
Fidelity Personal AND Workplace Advisors (BREA CA)
CA
11/11/2014 - 01/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST COVINA CA)
CA
10/01/2012 - 10/27/2014
J.P. MORGAN SECURITIES LLC (EL MONTE CA)
CA
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LA PUENTE CA)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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