Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liliana? Claim Your ProfileLiliana Maes is a financial advisor with over 15 years of experience in the financial services industry. Liliana is currently registered with LPL Financial LLC and has held previous positions with Principal Securities, Inc., J.P. Morgan Securities LLC, AXA Advisors, LLC, MML Investors Services, LLC and MetLife Securities Inc. Liliana holds Series 6, 7, 63, and 65 licenses and the SIE designation. Liliana specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MD
10/30/2023 - Present
LPL Financial LLC (BALTIMORE MD)
MD
02/17/2023 - 10/31/2023
PRINCIPAL SECURITIES, INC. (BETHESDA MD)
MD
10/01/2019 - 01/08/2023
J.P. MORGAN SECURITIES LLC (Nottingham MD)
MD
05/25/2017 - 09/16/2019
AXA ADVISORS, LLC (NOTTINGHAM MD)
MD
01/17/2014 - 05/18/2017
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
04/24/2008 - 11/22/2013
METLIFE SECURITIES INC. (BALTIMORE MD)
IA
Issued 04/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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