Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liatriz? Claim Your ProfileLiatriz Levy is an investment advisor representative with Concurrent Investment Advisors, LLC. Liatriz has been in the financial services industry since 1997. Liatriz is registered with the state of New Mexico and Texas. Liatriz has experience in providing financial advice and maintaining administrative needs for the DBA; Account Management, Systems and Organization. Liatriz also has experience in sales of Fixed / Traditional insurance products. Liatriz specializes in providing financial planning, pension consulting, and portfolio management for individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
06/19/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
NM
04/21/2023 - 11/01/2023
PURSHE KAPLAN STERLING INVESTMENTS (Albuquerque NM)
NM
04/08/2022 - 05/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Albuquerque NM)
NM
10/23/2009 - 04/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
NM
03/02/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALBUQUERQUE NM)
CA
08/13/1997 - 02/01/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
07/08/1997 - 08/25/1997
PNMR SECURITIES, INC. (BOSTON MA)
IA
Issued 07/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Liatriz Levy is the right advisor for you? Invested Better is here to help.
