Unclaimed
Edgar Lievano is a securities professional with over 15 years of experience in the financial industry. Currently, Edgar is registered with Mizuho Securities USA LLC. Previously, Edgar held roles with Barclays Capital Inc., BOFA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC, and BNP Paribas Securities Corp. Edgar holds Series 7, Series 10, Series 24 and Series 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
04/01/2024 - Present
Mizuho Securities USA LLC (NEW YORK NY)
NY
06/11/2021 - 01/03/2024
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/10/2019 - 05/20/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
05/01/2013 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/05/2010 - 09/14/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
09/15/2009 - 08/23/2010
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
01/09/2007 - 09/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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