Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Degasperis is a financial advisor with over 25 years of experience in the industry. Lillian is currently registered with LPL Financial LLC and is located in Paramus, NJ. Lillian has previously held positions with PRUCO Securities, LLC., WELLS FARGO CLEARING SERVICES, LLC, and MORGAN STANLEY DW INC. Lillian is dedicated to helping clients reach their financial goals.
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.
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2
NJ
07/14/2023 - Present
LPL Financial LLC (PARAMUS NJ)
NJ
01/24/2022 - 07/18/2023
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NJ
11/25/2015 - 10/29/2018
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
01/15/2009 - 08/25/2015
LPL FINANCIAL LLC (WOODCLIFF LAKE NJ)
NJ
04/02/2007 - 07/16/2008
MORGAN STANLEY & CO. INCORPORATED (RIDGEWOOD NJ)
NJ
05/01/1998 - 04/02/2007
MORGAN STANLEY DW INC. (RIDGEWOOD NJ)
NJ
04/03/1996 - 04/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/14/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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