Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vera? Claim Your ProfileVera Daikovich is an investment advisor representative currently registered with LPL Financial LLC, based in ORANGE, CA. Vera has been in the financial services industry since November 2004. Vera is also registered as an investment advisor representative with the state of California. In addition to LPL Financial LLC, Vera has also worked with Chase Investment Services Corp. and WAMU INVESTMENTS, INC. Vera has passed several professional exams including the Series 7, Series 63, Series 65, and SIE exams. Vera is currently licensed in 12 states.
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.
1
2
CA
12/24/2020 - Present
LPL Financial LLC (ORANGE CA)
CA
05/02/2009 - 09/20/2012
CHASE INVESTMENT SERVICES CORP. (BUENA PARK CA)
CA
11/01/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (BUENA PARK CA)
IA
Issued 12/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Vera Daikovich is the right advisor for you? Invested Better is here to help.
