Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liana? Claim Your ProfileLiana Triolo is a financial advisor with LPL Financial LLC in TARRYTOWN, NY. Liana has been in the financial services industry since 2017. Liana is registered with FINRA and has Series 63, 65, 7, 24, and SIE licenses. Liana's specializations include: 1, 2, 3, 4, 5, and 6. Liana has experience working with clients in various capacities, including high-net-worth individuals, corporations, and charitable organizations. Liana's previous employer was FIRST EMPIRE SECURITIES, INC.
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.
1
2
NY
07/13/2018 - Present
LPL Financial LLC (TARRYTOWN NY)
NY
02/02/2017 - 11/02/2017
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
IA
Issued 02/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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