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Liza Beatriz Flores-santiago

Pershing LLC

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About Liza Beatriz Flores-santiago

Liza Beatriz Flores-santiago is a financial professional with a strong background in the securities industry. Liza currently works with Pershing LLC in Lake Mary, Florida. Liza has passed the Series 99, Series 99TO and the SIE exams. Liza has previously held a position at Pershing Advisor Solutions LLC.

Firm Information

Liza Flores-santiago is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Liza Flores-santiago’s Registration & Firm History

FL

06/03/2024 - Present

Pershing LLC (LAKE MARY FL)

FL

02/24/2014 - 08/13/2019

PERSHING ADVISOR SOLUTIONS LLC (LAKE MARY FL)

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Licenses & Designations

BC

Issued 04/25/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2014

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Liza Beatriz Flores-santiago.
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