Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liza? Claim Your ProfileLiza Coburn Bonet is a financial advisor with Truist Advisory Services, Inc. Liza has been in the financial services industry since 2004 and has experience working with a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations. Liza is registered with the state of Florida to offer investment advisory services and is also registered with FINRA as a general securities representative. Liza holds Series 6, 7, 63 and 66 licenses and the SIE. Liza is committed to helping her clients achieve their financial goals through comprehensive financial planning and investment management services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
09/08/2016 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
05/16/2013 - 09/10/2014
BBVA SECURITIES INC. (ORLANDO FL)
FL
05/10/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ORLANDO FL)
WI
07/29/2009 - 09/08/2010
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
FL
10/11/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 08/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Liza Bonet is the right advisor for you? Invested Better is here to help.
