Unclaimed
Fiore J Liberta is a financial advisor with over 10 years of experience in the industry. Fiore currently works with Cambridge Investment Research Advisors, Inc. Fiore is registered in Arizona, Texas and a number of other states. Fiore previously worked at KESTRA INVESTMENT SERVICES, LLC and SII INVESTMENTS, INC.. Fiore holds Series 7 and Series 66 licenses. Fiore specializes in working with high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities. Fiore's firm manages over $87 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
08/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Tempe AZ)
AZ
07/20/2016 - 08/10/2022
KESTRA INVESTMENT SERVICES, LLC (Chandler AZ)
AZ
07/19/2013 - 07/21/2016
SII INVESTMENTS, INC. (CHANDLER AZ)
BOTH
Issued 12/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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