Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iliza? Claim Your ProfileIliza Schmertz Bartels is a financial advisor with LPL Financial LLC. Iliza has been in the industry since 2002 and has worked with a number of firms over the years, including Royal Alliance Associates, Inc., UBS Financial Services Inc., and American Express Financial Advisors Inc. Iliza is licensed to practice in several states, including New York, Texas, California, Florida, Illinois, Massachusetts, Michigan, and Pennsylvania. Iliza is an active financial advisor who provides investment advice to individuals, businesses, and other institutions. Iliza specializes in providing financial advice to individuals, businesses, and other institutions. Iliza also offers financial planning, portfolio management, and other investment-related services.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
07/10/2015 - Present
LPL Financial LLC (SEA CLIFF NY)
NY
12/06/2004 - 07/16/2013
ROYAL ALLIANCE ASSOCIATES, INC. (HUNTINGTON NY)
NJ
04/23/2002 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
12/13/2001 - 02/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/13/2001 - 02/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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