Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lior? Claim Your ProfileLior Dubinsky is a financial advisor at Wells Fargo Clearing Services, LLC with over 30 years of experience in the industry. Lior has been registered with the firm since 2003, and has a strong background in investment consulting services for institutional clients. Lior also provides financial planning, pension consulting, and portfolio management services for businesses and individuals. Lior is registered to provide investment advice in 28 states, including New York, Texas, Florida, and California. Lior previously held positions at UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Salomon Smith Barney Inc.
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.
Investment consulting services to institutional clients
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
NY
02/20/2018 - Present
Wells Fargo Clearing Services, LLC (MELVILLE NY)
NY
08/28/2007 - 09/22/2014
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
07/01/2003 - 08/29/2007
WACHOVIA SECURITIES, LLC (WOODBURY NY)
NY
11/24/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/08/1992 - 12/06/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/08/1992 - 09/29/1992
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 11/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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