Unclaimed
Robyn E. Liska is a financial professional with over 6 years of experience in the financial services industry. Robyn is currently registered with J.p. Morgan Securities LLC, a firm with over 100 years of experience in the financial services industry. Prior to joining J.p. Morgan Securities LLC, Robyn was registered with BOFA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robyn has a strong understanding of the investment banking industry and holds the Series 79, Series 63 and SIE exams. Robyn is licensed to provide financial advice in 53 states and the District of Columbia.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/10/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
05/10/2019 - 07/13/2021
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/17/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/23/2014 - 05/24/2017
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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