Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liliana? Claim Your ProfileLiliana Zwart is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC, where she has been working since December 2021. Liliana is also a co-owner of Zwart Properties LLC, a rental property company. Liliana has been active in the financial industry since May 2021 and is licensed in all states in the U.S. Liliana holds Series 7, SIE and Series 66 licenses. Liliana specializes in financial planning, portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
04/06/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
CA
04/22/2021 - 12/23/2021
WELLS FARGO CLEARING SERVICES, LLC (TRUCKEE CA)
BOTH
Issued 06/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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