Desiree Lasiewski is a CFP-designated registered investment advisor, based in Orange, CA, with 8 years of industry experience. Desiree is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2284 N Glassell Street, Suite G, Orange, CA, 92865
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Desiree is licensed to sell fixed annuities or life insurance as a sole proprietor, dedicating minimal time to this activity. She also works in general office administration for D M Crow Tax Service, spending about 10-20% of her time answering phones, making appointments, and assisting with mailings and filing.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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