Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizet? Claim Your ProfileLizet Maldonado is a registered representative with Oppenheimer & Co. Inc. based in Houston, TX. Lizet has been in the financial services industry since August 13, 2016. Prior to joining Oppenheimer & Co. Inc., Lizet was employed by ALTERNA SECURITIES, INC.. Lizet is licensed to sell securities in Texas. Lizet holds the following FINRA licenses: Series 7TO, Series 63, Series 9, Series 10, Series 99 and SIE. Lizet specializes in a variety of investment products and 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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
09/22/2022 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
TX
05/23/2016 - 06/30/2022
ALTERNA SECURITIES, INC. (HOUSTON TX)
BC
Issued 01/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2016
Series 99 - Operations Professional Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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