Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynette? Claim Your ProfileLynette Lisiewski is a financial advisor with over 15 years of experience in the financial services industry. She is a registered representative with B. Riley Wealth Advisors, Inc. and specializes in financial planning, investment management, and portfolio management for individuals and businesses. Lynette is committed to providing personalized advice and guidance to help clients achieve their financial goals. Lynette Lisiewski holds the Series 66, Series 7, and SIE licenses. In addition to her work with B. Riley Wealth Advisors, Inc., Lynette has also held previous positions with National Securities Corporation, Morgan Stanley, and UBS Financial 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.
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.
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
NJ
06/23/2021 - Present
B. Riley Wealth Advisors, Inc. (Forked River NJ)
NY
06/11/2019 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
06/04/2009 - 02/07/2018
MORGAN STANLEY (NEW YORK NY)
NY
09/14/2007 - 06/18/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 10/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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