Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lissette? Claim Your ProfileLissette Aviles-colon is a financial advisor with UBS Financial Services Inc. Lissette has over 27 years of experience in the financial services industry and is registered in New Jersey. Lissette's previous experience includes working at Park Avenue Securities LLC, Citigroup Global Markets Inc., CitiCorp Investment Services and Donaldson, Lufkin & Jenrette Securities Corporation. Lissette has a strong track record of providing comprehensive financial planning and investment advice to individuals and families.
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.
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.
See schedule d - miscellaneous
1
2
NJ
09/12/2017 - Present
UBS Financial Services Inc. (Warren NJ)
NJ
03/21/2014 - 08/21/2017
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
NY
05/29/2007 - 04/23/2013
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
NY
09/18/1995 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NJ
03/31/1992 - 08/17/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
04/18/1989 - 03/10/1992
CITICORP FINANCIAL SERVICES,INC.
BC
Issued 07/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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