Unclaimed
Lilian Regina Mesquita is an Investment Advisor Representative with First Command Advisory Services. Lilian has been in the securities industry since January 6, 2014. Lilian is registered with FINRA and the states of Florida, Georgia, North Carolina, Pennsylvania, Tennessee, and Texas. Lilian offers financial planning and portfolio management services to individuals and high net worth individuals. Lilian is a Certified Financial Planner. Lilian is also a board member of the Pennsylvania Station Condominium Association. Lilian has worked at First Command since June 2014.
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.
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
TX
04/10/2018 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 02/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lilian Mesquita is the right advisor for you? Invested Better is here to help.