Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liza? Claim Your ProfileLiza Watkins is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Liza has been working in the securities industry since August 26, 1994, with registration beginning in 1994 and continuing to the present. Liza holds the Series 63 and 66 licenses and also holds a Series 7 and SIE designation. Liza has worked for Merrill Lynch for over 25 years. Liza has been registered in Washington state since 2004, has a resident registration in Texas since 2009, and is also registered in 49 other states. Liza Watkins is a licensed investment advisor representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
WA
01/02/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VANCOUVER WA)
NY
05/18/1994 - 05/19/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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