Unclaimed
Lianne Merchant is a financial advisor registered with Young America Capital, LLC in Mamaroneck, NY. Lianne has been in the industry since August 2009. Her experience includes previous roles with CC Securities, LLC, RAIT Securities, LLC, SFL Securities, LLC and Park Hill Real Estate Group LLC. Lianne holds the Series 7 and Series 63 securities licenses as well as the SIE exam.
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.
1
2
NY
02/11/2016 - Present
Young America Capital, LLC (MAMARONECK NY)
CT
02/08/2013 - 09/23/2015
CC SECURITIES, LLC (STAMFORD CT)
PA
02/23/2010 - 04/15/2011
RAIT SECURITIES, LLC (PHILADELPHIA PA)
NY
06/12/2008 - 12/14/2009
SFL SECURITIES, LLC (NEW YORK NY)
NY
07/27/2006 - 10/10/2007
PARK HILL REAL ESTATE GROUP LLC (NEW YORK NY)
BC
Issued 05/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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