Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizandro? Claim Your ProfileLizandro Salazar is a financial advisor with over 30 years of experience in the financial services industry. Lizandro has worked with LPL Financial LLC since 2006. Lizandro's previous experience includes time at BANC of AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., and DEAN WITTER REYNOLDS INC.. Lizandro is licensed in California and Texas. Lizandro is a Series 7, Series 63, and Series 65 licensed financial advisor. Lizandro specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Lizandro has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/25/2015 - Present
LPL Financial LLC (SAN JOSE CA)
MA
07/12/1999 - 12/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
08/26/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NY
10/30/1989 - 08/21/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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