Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Pacheco-alvarez is a financial professional with over 25 years of experience in the industry. Lillian is currently registered with Fidelity Brokerage Services LLC in Alpharetta, GA. Prior to joining Fidelity, Lillian held positions at Goldman, Sachs & Co., Wachovia Securities, LLC and First Union Brokerage Services, Inc. Lillian is licensed to provide investment advice in 29 states.
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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2
GA
07/12/2013 - Present
Fidelity Brokerage Services LLC (ALPHARETTA GA)
NY
04/26/2005 - 04/23/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
MO
10/01/2000 - 04/12/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/14/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 09/27/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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