Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Margaret Manning is a financial professional with over 35 years of experience in the industry. Lillian is currently registered with Moors & Cabot, Inc. in the state of Massachusetts. Lillian has a strong background in financial planning and portfolio management, and has a proven track record of success in helping clients achieve their financial goals. Lillian is dedicated to providing her clients with personalized service and sound financial advice. Lillian has held previous roles at ALTERNATIVE INVESTMENT CORPORATION.
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.
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.
1
2
MA
06/02/1989 - Present
Moors & Cabot, Inc. (BOSTON MA)
NA
11/23/1984 - 05/18/1989
ALTERNATIVE INVESTMENT CORPORATION
BC
Issued 11/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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