Jillana P. Lizzi
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jillana Paige Lizzi, CFP®, who also goes by Jillana Paige Minchoff, was a registered financial professional .
Jillana is a previously registered financial professional and started their career in finance in 2008. Jillana had worked at 3 firms and has passed the Series 66, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 22, 2015 - January 6, 2020
WEALTHSPIRE ADVISORS
August 6, 2013 - December 16, 2015
HIGHLINE WEALTH MANAGEMENT, LLC
December 16, 2008 - October 6, 2011
OSAIC WEALTH, INC.
State Registrations and Notice Filings
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Exams
Current Firm
WEALTHSPIRE ADVISORS
CRD#: 168095 / SEC#: 801-78179
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
