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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susana? Claim Your ProfileSusana Estrada-abundis is an investment advisor representative at World Investment Advisors, LLC. Susana Estrada-abundis has been in the industry since June 2017 and has a Series 65 license. Susana Estrada-abundis is registered in California as an investment advisor representative. Susana Estrada-abundis specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning, pension consulting, and educational seminars.
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.
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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CA
01/01/2025 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
IA
Issued 09/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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