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Carrie S
Series 66
Irvine, CA
LPL Enterprise
Carrie Simmons is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, Wells Fargo Advisors, and Merrill. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance services.
Roya M
Series 63, Series 66
Irvine, CA
LPL Enterprise
Roya Mohammadi is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Moloney Securities, Transamerica Life Insurance, and Fidelity and Guaranty Life Insurance Company, among others. She is also involved in mortgage and real estate services through Southern California Funding Inc. and Coldwell Banker Platinum Properties. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers a range of financial planning and consulting services.
Juan G
Series 63, Series 65
Irvine, CA
LPL Enterprise
Juan Guerrero is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is an independent agent certified to sell health, dental, and Medicare insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.
Eetu S
Series 66
Irvine, CA
LPL Enterprise
Eetu Selanne is a financial advisor with LPL Enterprise in Irvine, CA, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at PRUCO Securities, LLC, and various organizations outside finance. He is also employed part-time with the Anaheim Jr. Ducks. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven portfolio strategies and offering access to third-party asset managers, financial planning, and a range of affiliated financial products and services.
Erika G
Series 66
Irvine, CA
LPL Enterprise
Erika Galen is a financial advisor at LPL Enterprise with four years of industry experience. She holds the Series 66 designation and previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and has experience as a private teacher and beginning financial counselor. Galen also worked in education with the Huntington Beach City School District and has involvement in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment strategies and offers access to third-party asset managers, with additional services in insurance, trust custody, and collateralized lending programs.
Haleh A
Series 66
Irvine, CA
LPL Enterprise
Haleh Aryan is a financial advisor with LPL Enterprise, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
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