Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hryckowian is a financial advisor with LPL Financial LLC, based in New York, NY. Lisa has been in the financial industry since 2004 and has a strong track record of success in helping clients achieve their financial goals. She holds Series 6, 7, 63, and 66 licenses, and has experience working with individual investors, families, businesses, and retirement plans. Lisa is committed to providing her clients with personalized financial advice and guidance, and she is dedicated to helping them build a secure financial future.
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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2
NY
06/20/2024 - Present
LPL Financial LLC (NEW YORK NY)
NY
02/22/2024 - 06/28/2024
AVANTAX INVESTMENT SERVICES, INC. (New York NY)
NY
10/25/2013 - 02/10/2024
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/27/2005 - 10/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
04/20/2004 - 08/30/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 12/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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