Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyssa? Claim Your ProfileLyssa Marie Holman grimaldo is a financial advisor with LNW, a firm based in San Francisco, California. Lyssa has been in the financial industry for over 10 years. Lyssa specializes in portfolio management for individuals, businesses, and pooled investment vehicles. They also offer financial planning, educational seminars, and publication of periodicals. Lyssa is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Previously, Lyssa was a financial advisor with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
LNW (San Francisco CA)
CA
06/23/2004 - 09/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 08/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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