Dora Arango Lanza
Professional Summary
Dora Arango Lanza, who also goes by Dora Constanza Arango, is a registered financial advisor currently at CEIBA FINANCIAL, LLC located in Orange, California. Dora is registered as a RR (Registered Representative) and started their career in finance in 2010. Dora has worked at 2 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dora Constanza Arango
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
Current Firm
CEIBA FINANCIAL, LLC
Contact Information
Main Address
1831 Lexington Dr., Fullerton, CA 92835Mailing Address
1831 Lexington Dr., Fullerton, CA 92835Phone Number
(202) 297-3737Established
California since 10/03/2018Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
State Registrations and Notice Filings
(1/3/2020)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC
CRS (Client Relationship Summary) - BD
Click below to view Dora Arango Lanza's CRS (Customer Relationship Summary).
Similar Advisors
THREE ARCH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
FALCON WEALTH PLANNING, LLC