Lizet Karina Serna (CRD# 6246165) is an Investment Advisor Representative working at Pnc Investments in Laredo, TX and has over 9 years of experience in the finance industry.
CRD# 2693506
Lincoln Financial Securities Corporation
CRD# 6949848
Commonwealth Financial Network
CRD# 5100372
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Laredo, TX | Aug 2021 - Current | 2 |
| Bbva Wealth Solutions Inc. | Laredo, TX | Jul 2019 - Aug 2021 | 2 |
| Bbva Securities Inc. | Laredo, TX | Aug 2013 - Aug 2021 | 8 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Jun 2013 - Aug 2021 | 8 |
| Compass Bank | Birmingham, AL | Dec 2006 - Aug 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- TX
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Total Assets Under Management23,896MILLIONS
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Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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