Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liana? Claim Your ProfileLiana Oneil is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC, with over 18 years of experience in the financial services industry. Liana is registered with the state of Colorado and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Liana has previously held roles at ALPS Distributors, Inc., Kestra Investment Services, LLC, D.H. Hill Securities, LLLP, ALPS Portfolio Solutions Distributor, Inc., and Janus Distributors LLC. Liana's specializations include retirement planning, investment management, and insurance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
CO
11/30/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
08/01/2022 - 09/22/2023
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
10/07/2019 - 03/31/2020
KESTRA INVESTMENT SERVICES, LLC (DENVER CO)
TX
09/11/2019 - 09/16/2019
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
CO
01/02/2015 - 08/24/2016
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
07/03/2014 - 12/31/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
06/29/1999 - 05/22/2014
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 07/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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