Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Servando? Claim Your ProfileServando Llanio is a financial advisor with LPL Financial LLC in TOWSON, MD. Servando has over 35 years of experience in the financial services industry. Servando is also registered with the state of South Carolina as an Investment Advisor Representative. Servando previously worked with Invest Financial Corporation and AIG Financial Advisors, Inc. Servando specializes in a variety of financial services including portfolio management for individuals and businesses, financial planning and pension consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
05/30/2018 - Present
LPL Financial LLC (TOWSON MD)
MD
10/29/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (TOWSON MD)
MD
10/31/2005 - 11/12/2007
AIG FINANCIAL ADVISORS, INC. (TIMONIUM MD)
AZ
04/22/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
06/26/1987 - 05/08/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/26/1987 - 05/08/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/07/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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