Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liliana? Claim Your ProfileLiliana Mejia is a financial professional with over 20 years of experience in the industry. Liliana is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Florida and Texas. Liliana has previously worked at Citigroup Global Markets Inc., E.S. Financial Services, Inc., Santander Securities and Coutts Securities Inc. Liliana holds Series 7, 63, 65, and 66 licenses, along with the SIE. Liliana's specializations include asset allocation, portfolio management for businesses and individuals, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
08/13/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
06/08/2010 - 10/16/2012
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/21/2005 - 05/11/2010
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
MA
05/03/2004 - 12/02/2004
SANTANDER SECURITIES (BOSTON MA)
FL
05/03/2001 - 04/30/2004
COUTTS SECURITIES INC. (MIAMI FL)
IA
Issued 09/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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