Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liana? Claim Your ProfileLiana Valentin is a financial professional with experience in the financial services industry. Liana has held positions at PERSHING LLC, PERSHING ADVISOR SOLUTIONS LLC, and FORESTERS FINANCIAL SERVICES, INC.. Liana is currently registered with Blue Owl Securities. Liana is licensed to sell securities products in the United States.
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.
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2
NJ
05/24/2023 - Present
Blue OWL Securities (Short Hills NJ)
NJ
12/09/2021 - 09/09/2022
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NJ
01/25/2019 - 09/09/2022
PERSHING LLC (JERSEY CITY NJ)
NJ
06/28/2018 - 01/18/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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