Pruco Securities, LLC
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About this Advisor
Rosa Sun is a financial advisor working out of Rowland Heights, California, with 33 years of financial industry experience. Sun is on the advisory team at Pruco Securities, LLC. Over the course of their career, Sun has held roles at H&R Block, The Prudential Insurance Company Of America and Pruco Securities Corporation. Sun holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Pruco Securities, LLC is an advisory company based out of Rowland Heights, California. The company has offices in 113 locations and a total of 2,600 advisors. It has $7 billion in total assets among its 53,064 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The business provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on which services the firm provides the client. Fee types charged by Pruco Securities, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Pruco Securities, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Rosa Sun Work History
Rosa has 34 years of experience.
The Prudential Insurance Company Of America
Pruco Securities Corporation
Rosa Sun has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Prudential Financial Planning Services