Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liliane? Claim Your ProfileLiliane Kaissar is a financial professional registered with Vista Point Advisors, LLC and holds the Series 63, Series 79TO and SIE licenses. Liliane has been in the industry since 2023 and is currently active in California. Prior to joining Vista Point Advisors, LLC, Liliane worked for DC Advisory.
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.
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.
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CA
08/05/2024 - Present
Vista Point Advisors, LLC (San Francisco CA)
CA
07/31/2023 - 12/13/2023
DC ADVISORY (SAN FRANCISCO CA)
BC
Issued 08/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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