Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trudy? Claim Your ProfileTrudy Haussmann is a financial advisor with over 35 years of experience. Trudy currently works with LPL Financial LLC and Haussmann Financial Inc., offering a wide range of financial services including financial planning, investment management, and insurance. Trudy has a deep understanding of the financial markets and a proven track record of helping her clients achieve their financial goals. She holds numerous professional designations including a Certified Financial Planner 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.
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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CA
02/03/2025 - Present
LPL Financial LLC (LAKE FOREST CA)
CA
03/05/1991 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE FOREST CA)
MA
07/21/1987 - 03/07/1991
ASSOCIATED PLANNERS SECURITIES CORPORATION (BOSTON MA)
BC
Issued 12/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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