Unclaimed
Liliana Fahel is a financial advisor with Voya Financial Advisors, Inc. Liliana has been in the financial services industry since 2013 and is licensed to provide financial advice in both California and Nevada. Liliana provides financial planning, educational seminars, and portfolio management for both businesses and individuals. She is registered with FINRA and the SEC.
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.
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.
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.
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2
CA
01/09/2024 - Present
Voya Financial Advisors, Inc. (BAKERSFIELD CA)
CA
08/01/2016 - 08/14/2017
GWFS EQUITIES, INC. (BAKERSFIELD CA)
CA
04/27/2016 - 07/01/2016
ALLSTATE FINANCIAL SERVICES, LLC (BAKERSFIELD CA)
CA
04/14/2015 - 06/24/2015
NEXT FINANCIAL GROUP, INC. (CHICO CA)
CA
09/23/2013 - 10/27/2014
LPL FINANCIAL LLC (BAKERSFIELD CA)
CA
10/01/2012 - 09/18/2013
J.P. MORGAN SECURITIES LLC (BAKERSFIELD CA)
CA
05/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BAKERSFIELD CA)
IA
Issued 02/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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