Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilyen? Claim Your ProfileLilyen Register, a Registered Representative with Fidelity Personal and Workplace Advisors, has been in the financial services industry since 2018. Lilyen holds the Series 7, Series 9, Series 10, and Series 66 licenses. Previously, Lilyen worked as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lilyen's experience and knowledge allow her to provide comprehensive financial planning services to individuals and businesses. Lilyen is also registered with the state of Florida as an Investment Advisor Representative.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/03/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
09/17/2018 - 12/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 07/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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