Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lior? Claim Your ProfileLior Benjamin Avishay is a financial advisor at LPL Financial LLC. Lior has been in the industry since 1993. Lior is registered with FINRA and holds the Series 6 and SIE licenses. Lior specializes in a variety of investment products and services, including financial planning, portfolio management, and retirement planning.
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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CA
10/15/2019 - Present
LPL Financial LLC (ENCINO CA)
MO
04/08/2020 - 10/07/2022
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
CA
03/01/2019 - 10/17/2019
WOODBURY FINANCIAL SERVICES, INC. (CHATSWORTH CA)
CA
12/01/2006 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CHATSWORTH CA)
CA
02/08/1999 - 12/01/2006
USALLIANZ SECURITIES, INC. (CHATSWORTH CA)
CA
04/20/1993 - 01/20/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BC
Issued 04/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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