Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liza? Claim Your ProfileLiza Dionne Montague Blanks is an investment advisor representative associated with Xypn Invest. Liza is registered with the state of North Carolina and holds a Series 65 license. Liza has been in the industry since January 2017. Xypn Invest is an investment advisor firm registered with the SEC that provides portfolio management services to individuals and businesses. The firm has offices in Garner, North Carolina and Bozeman, Montana.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
02/21/2024 - Present
Xypn Invest (GARNER NC)
IA
Issued 09/16/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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