Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lia? Claim Your ProfileLia Kranjac is a financial advisor who has been working in the industry since 2016. Lia is currently registered with J.P. Morgan Securities LLC. Lia is also registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Previously, Lia was registered with Goldman Sachs & Co. LLC, Barclays Capital Inc. and AXA Advisors, LLC. Lia has passed the Series 3, SIE, Series 7, and Series 66 exams. Lia works with clients who include high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, insurance companies, charitable organizations, and pension and profit-sharing plans. Lia provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
06/29/2023 - Present
J.p. Morgan Securities LLC (New York NY)
NY
01/04/2020 - 06/07/2023
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
09/13/2017 - 12/23/2019
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/05/2016 - 09/19/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/18/2015 - 11/09/2015
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 06/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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