Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liza? Claim Your ProfileLiza Blundell is a financial advisor currently registered with Jefferies Investment Advisers LLC. Liza has been in the industry since 1995 and has extensive experience working with a variety of clients, including corporations, businesses, individuals, and pension and profit-sharing plans. Liza provides financial planning and portfolio management services. Prior to joining Jefferies, Liza was a financial advisor at Credit Suisse Securities (USA) LLC, Deutsche Bank Securities Inc., Oppenheimer & Co. Inc., and Charles Schwab & Co., Inc. Liza has a broad understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
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.
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2
NY
05/24/2023 - Present
Jefferies Investment Advisers LLC (NEW YORK NY)
IL
03/20/2013 - 12/19/2013
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
12/13/2010 - 12/19/2011
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
IL
08/09/2005 - 12/01/2010
OPPENHEIMER & CO. INC. (CHICAGO IL)
TX
07/31/2003 - 12/01/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
01/31/2002 - 07/23/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/31/2002 - 07/23/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/27/2001 - 12/10/2001
QUICK & REILLY, INC. (NEW YORK NY)
MI
02/28/1995 - 07/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
FL
12/02/1994 - 05/15/1995
JOSEPH ROBERTS & CO., INC. (POMPANO BEACH FL)
NY
04/28/1993 - 11/30/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
04/30/1992 - 05/13/1993
EMANUEL AND COMPANY (NEW YORK NY)
IA
Issued 08/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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