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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lissett? Claim Your ProfileLissett Daniela Weinmann is an investment advisor representative with Blackrock Investment Management, LLC. Lissett has been in the industry since 2004 and holds a Series 65, Series 66, Series 7, Series 3, Series 9, Series 10, Series 24, and SIE license. Lissett has experience in the financial services industry with a focus on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Lissett has been registered as an investment advisor in 53 states and the District of Columbia. Lissett is also a board member of the Latino Economic Development Center, where she advises on the organization's broader strategy.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
02/09/2022 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
DC
04/08/2009 - 09/15/2021
GOLDMAN SACHS & CO. LLC (WASHINGTON DC)
NY
10/09/2008 - 03/05/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
FL
10/25/2007 - 10/03/2008
MML INVESTORS SERVICES, INC. (CORAL GABLES FL)
FL
06/20/2007 - 09/27/2007
PARK AVENUE SECURITIES LLC (CORAL GABLES FL)
FL
05/20/2004 - 03/13/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
IA
Issued 01/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 09/27/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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