Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sven? Claim Your ProfileSven Liane is a financial advisor at Fidelity Personal and Workplace Advisors with over 25 years of experience in the financial services industry. Sven is registered with the state of Texas as a Registered Investment Advisor and as a Registered Representative. Sven also holds Series 6, 7, 9, 10, 24, 26, 51, and 66 licenses and is a Certified Financial Planner. Prior to joining Fidelity Personal and Workplace Advisors, Sven was a financial advisor at USAA Financial Advisors, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Sven is also a part-time executive coach.
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.
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
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
04/14/2009 - 08/14/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
CO
03/13/1995 - 03/25/2009
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
BOTH
Issued 03/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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