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Liza Carlson

Bbva Securities Inc.

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About Liza Carlson

Liza Carlson is a registered representative with Bbva Securities Inc. Liza has been in the securities industry since September 13, 2013. Liza holds the Series 99 and SIE licenses. Previously, Liza worked at ICBC STANDARD SECURITIES INC. from October 15, 2012, to March 31, 2021.

Firm Information

Liza Carlson is currently registered with Bbva Securities Inc.. BBVA Securities Inc. is a corporation that was formed on March 13, 1990. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

104

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 Carlson’s Registration & Firm History

NY

02/28/2022 - Present

Bbva Securities Inc. (NEW YORK NY)

NY

10/15/2012 - 03/31/2021

ICBC STANDARD SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2012

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Liza Carlson.
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