Years of Experience
5-20+ Years
TUSTIN, CA
9 Years Experience
2 Disclosures
ADVISOR BIO
Leticia Hewko is a financial advisor at Independent Financial Group, LLC. Leticia has been in the financial industry for over seven years. She has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Leticia holds Series 6, 7, and 63 licenses and the SIE exam. Leticia is also registered in 26 states.
SPECIALIZATIONS
LOS ANGELES, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Leticia Miramontes is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Leticia has been in the financial services industry since 2004. Leticia is registered with FINRA and the state of Texas. Leticia holds the Series 66, Series 7, and SIE licenses. Leticia has a total of 37 state registrations. Leticia also works as a notary public.
SPECIALIZATIONS
SAN DIEGO, CA
20 Years Experience
0 Disclosures
ADVISOR BIO
Leticia Claudia Goenaga is a financial advisor with UBS Financial Services Inc. Leticia has been in the industry since 2004. Leticia is registered with the state of California and is also registered with FINRA. Prior to joining UBS Financial Services Inc. Leticia worked with CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Leticia provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
SPECIALIZATIONS
BAKERSFIELD, CA
4 Years Experience
0 Disclosures
ADVISOR BIO
Leticia Zaragoza is a financial advisor who is registered with Wells Fargo Clearing Services, LLC. Leticia is a licensed financial advisor with over 2 years of experience in the financial industry. Leticia holds the Series 7, Series 6, Series 63, and SIE licenses. Leticia is currently located in Bakersfield, CA and has previously worked at Empower Financial Services, Inc. Leticia is a specialist in investments, financial planning, and portfolio management.
SPECIALIZATIONS
Pasadena, CA
29 Years Experience
0 Disclosures
ADVISOR BIO
Leticia Perkins is an active investment advisor representative with over 25 years of experience in the financial industry. Leticia has held previous roles at Citigroup Global Markets Inc. and Paine Webber Incorporated. Currently, Leticia is registered with Morgan Stanley in Pasadena, California. Leticia has a wide range of experience, including portfolio management for individuals, businesses, and investment companies. Leticia also provides financial planning and asset allocation advice to clients. Leticia specializes in investment strategies that align with her clients' goals and risk tolerance.
SPECIALIZATIONS
Los Angeles, CA
15 Years Experience
0 Disclosures
ADVISOR BIO
Letitia Sison is a financial advisor with over 24 years of experience in the industry. Letitia is registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in 53 states and Washington D.C. Letitia is a Series 66, Series 7, Series 99TO, and SIE licensed professional. Letitia has a proven track record of success in helping individuals and businesses achieve their financial goals. Letitia provides a wide range of financial services including portfolio management, financial planning, and selection of other advisors. Letitia is committed to providing her clients with personalized service and comprehensive financial advice.
SPECIALIZATIONS
PASADENA, CA
8 Years Experience
1 Disclosures
ADVISOR BIO
Letitia Garner is a financial professional with over 5 years of experience in the financial services industry. Letitia is a registered representative and investment advisor representative. Letitia holds several securities licenses including Series 3, 4, 7, 24, 63, 99TO and SIE. Letitia is currently associated with Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., SCF Securities, Inc., and Sorrento Pacific Financial, LLC. Letitia's prior experience includes a role at E*TRADE SECURITIES LLC. Letitia provides financial planning, portfolio management and other services to individuals and businesses.
SPECIALIZATIONS
Laguan Beach, CA
0 Disclosures
ADVISOR BIO
Letitia Steiner Berbaum is an investment advisor representative with RFG Advisory, LLC, a firm that has offices in Irvine, CA and Vestavia Hills, AL. Letitia has been in the financial industry since 2011. Letitia has a series 7 and 66 license. Letitia has experience with a variety of clients, including high net worth individuals, businesses, and charities. Letitia provides financial planning, portfolio management, and other investment-related services. Letitia has previously worked with Grammercy Securities, Inc. and LPL Financial LLC.
SPECIALIZATIONS
SONOMA, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Letizia Veronese is a financial advisor at Edward Jones, where Letizia has been working since September 2007. Letizia is licensed to offer securities and investment advisory services in 28 states, and has been active in the industry since February 2024. Letizia holds the Series 7TO, SIE, and Series 66 licenses, as well as registrations for both brokerage and investment advisory services. Letizia is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Letizia specializes in retirement planning, college savings, and estate planning, as well as managing investment portfolios for a wide range of risk tolerance and financial goals.
SPECIALIZATIONS
SAN FRANCISCO, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Leung Lee is a registered investment advisor representative with J.P. Morgan Securities LLC. Leung has been in the financial services industry since 2019. Leung is licensed in California, Nevada and New York. Leung has a Series 66, Series 63 and Series 7 licenses.
SPECIALIZATIONS