Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilia? Claim Your ProfileLilia Schweitzer is a financial advisor with Raymond James Financial Services Advisors, Inc. Lilia has been in the financial services industry since 2003. Lilia Schweitzer is registered to provide investment advisory services in the state of California and has a Series 63, Series 66, Series 7, and Series 55 license. Lilia is also a registered investment advisor representative in Arizona, Colorado, Nevada, New York, Oregon, Washington and Wisconsin. Lilia Schweitzer offers investment advisory services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and hourly & fixed rate consultations. Lilia's previous employment includes Raymond James & Associates, Inc., Ameriprise Financial Services, Inc., Interactive Brokers Corp., and Citigroup Global Markets 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
04/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (Rancho Mission Viejo CA)
CA
12/19/2014 - 04/08/2021
RAYMOND JAMES & ASSOCIATES, INC. (NEWPORT BEACH CA)
CA
09/29/2011 - 12/22/2014
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/24/2006 - 09/30/2009
INTERACTIVE BROKERS CORP. (LAKE FOREST CA)
NY
04/17/2003 - 05/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 10/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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