Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyanne? Claim Your ProfileLyanne Magriz cortes has been a registered representative in the financial industry since 2021. Lyanne Magriz cortes currently works for Equity Services, Inc. as a registered representative. Prior to joining Equity Services, Inc., Lyanne Magriz cortes was employed by CHARLES SCHWAB & CO., INC., Bank of America - Merrill Lynch and Texas Instruments Inc. Lyanne Magriz cortes is registered in Texas and Vermont. Lyanne Magriz cortes's current registrations include Series 66, Series 7TO and Series 24. Lyanne Magriz cortes specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Lyanne Magriz cortes is a registered representative of Equity Services, Inc.
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.
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.
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2
TX
10/09/2023 - Present
Equity Services, Inc. (ADDISON TX)
TX
11/03/2021 - 09/28/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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