Felicity Di Pisa (CRD# 6297883) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 9 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| California Health Benefit Exchange | San Diego, CA | Dec 2014 - Current | 9 |
| Dickerson Group | Los Angeles, CA | Nov 2014 - Current | 9 |
| Prudential Insurance Company Of America | San Diego, CA | Aug 2014 - Current | 9 |
| Pruco Securities, LLC | San Diego, CA | Aug 2014 - Current | 9 |
| Copower | San Mateo, CA | Jul 2018 - Dec 2022 | 4 |
| California Choice | Orange, CA | Aug 2017 - Jul 2018 | < 1 |
| Mml Investors Services LLC | La Jolla, CA | Apr 2014 - Aug 2014 | < 1 |
| Massmutual Life Insurance Company | La Jolla, CA | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- CA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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