Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liana? Claim Your ProfileLiana Magner is a financial advisor with over 20 years of experience in the industry. Liana is a registered representative with Natixis Advisors, LLC. Liana has been with Natixis Investment Managers since November 2021 and has previously held positions at Marsh Insurance & Investments Corporation and William M. Mercer. Liana specializes in providing portfolio management services for individuals, investment companies, and businesses. Liana is also a Chartered Financial Analyst (CFA) and holds Series 7, 7TO, 24, 31, and 63 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of the total value of assets under management is charged.
A percentage of wrap sponsor fees.
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2
MA
03/27/2023 - Present
Natixis Advisors, LLC (BOSTON MA)
NY
06/16/2003 - 12/04/2003
MMC SECURITIES CORP. (NEW YORK NY)
IL
12/07/1999 - 06/16/2003
MERCER SECURITIES, INC. (CHICAGO IL)
BC
Issued 02/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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