Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynn? Claim Your ProfileLynn Maria Liaskos is a financial advisor with IC Advisory Services, Inc., based in Montville, NJ. Lynn has been in the financial services industry since 2002 and has held previous positions at Ameriprise Financial Services, Inc., PNC Investments, BANC of AMERICA INVESTMENT SERVICES, INC., and QUICK & REILLY, INC. Lynn is a registered representative with FINRA and holds the Series 7, Series 66, and SIE licenses. Lynn specializes in working with high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and individuals other than high-net-worth. Lynn offers a variety of advisory services including financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
05/23/2017 - Present
IC Advisory Services, Inc. (MONTVILLE NJ)
NJ
11/16/2012 - 05/24/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)
NJ
02/20/2009 - 11/16/2012
PNC INVESTMENTS (RIVER EDGE NJ)
NJ
10/20/2004 - 02/12/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORT LEE NJ)
NY
01/21/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 03/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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