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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizanina? Claim Your ProfileLizanina Lucero is a financial advisor with Seven Post Investment Office LP. Lizanina is registered with the state of California as an investment advisor representative. Before joining Seven Post Investment Office LP, Lizanina worked as a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA INVESTMENT SERVICES, INC.. Lizanina has a strong background in the financial services industry and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Lizanina holds the Series 66, Series 7 and SIE licenses. Lizanina has specialized in various areas including: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, and investment consulting 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.
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.
Investment consulting 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.
A percentage of the total value of assets under management is charged.
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CA
02/08/2019 - Present
Seven Post Investment Office LP (SAN FRANCISCO CA)
CA
10/23/2009 - 01/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
09/09/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 11/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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