Investment Advisor: Financially Yours Advisory Services
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Company: Financially Yours Advisory Services
Contact: Donna Lea
1835 W. Orangewood Ave. #102
Orange, California, 92868
Phone: (714) 704-9056
Fax:
(714) 912-9722
Website: http://www.financially-yours.com
As a financial planner, I strive for a collaborative process that produces a deep long-lasting relationship over a broad range of financial needs.
I cover many areas of financial services, from investment and retirement planning to risk management an
Serves Counties: Los angeles (CA), Orange (CA), Santa clara (CA)
License #: 4689052
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: 6-10 Years
Designations: CFP
Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: $100,000
License Type: Series 6,Series 7,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Securities and Advisory Services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Finanically Yours Advisory Services and NPC are separate and unrelated companies.
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