Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lysandra? Claim Your ProfileLysandra Maxim Danielle is a financial advisor with over 20 years of experience in the financial services industry. Lysandra has held positions at several prominent firms, including Janney Montgomery Scott LLC, Prudential Investment Management Services LLC, and AXA Advisors, LLC. Lysandra holds the Series 63, 65, 7, 9 and 10 licenses and is a Certified Financial Planner. Lysandra currently works as a registered representative and investment advisor representative for Cetera Investment Advisers LLC in New York, New York.
NEW YORK, NY
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
02/20/2018 - 03/25/2021
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
NJ
01/09/2009 - 03/03/2016
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
07/02/2007 - 08/21/2007
AXA ADVISORS, LLC (NEW YORK NY)
NJ
10/04/2006 - 11/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (METUCHEN NJ)
NY
01/01/2005 - 09/28/2006
HSBC SECURITIES (USA) INC. (BRONX NY)
NY
10/12/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
IL
04/08/2003 - 10/05/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
CA
05/01/2002 - 03/07/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
11/21/2001 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
04/30/2001 - 10/03/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/27/1998 - 04/24/2001
QUICK & REILLY, INC. (NEW YORK NY)
RI
04/28/1998 - 07/29/1998
SURETRADE INC. (LINCOLN RI)
NY
07/12/1995 - 06/10/1996
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NY
07/31/1992 - 08/03/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
11/29/1991 - 08/11/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/7/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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