I have the belief that every individual deserves a secure and trustworthy platform for their investments. Let's chart a path to financial prosperity tailored specifically to you.
Lucy Mary Liam is passionate about Coaching Traders and passive investors on the nuances, mental outlook, and principles that professional traders use daily to generate massive trading profits!
Lucy Mary Liam is registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and started her career in finance in 2001. She has passed the Series 63, Series 7TO and SIE exams.
I'm committed to your success and the enhancement of your life. With a wealth of experience and a deep understanding of your unique aspirations, I will work to help you achieve your financial goals and live your best life. It all begins with a meaningful conversation centered around your dreams and aspirations.
Work With MeWe are committed to providing comprehensive services that cover all aspects of your investments—from consulting and investment management to trade execution. By focusing on the needs and challenges of my clients, I ensure that every transaction is transparent and free from fraud.
We don't stop with financial freedom. That is a worthy goal on its own, but we believe that freedom and prosperity make for the happiest lives and best retirements.
My trainings and guidance are valuable for both novice investors and seasoned professional traders.
Building your first portfolio and need expert guidance to start strong and avoid costly mistakes.
Growing your business while building personal wealth through strategic investment planning.
Refining your trading strategy with professional principles and risk management techniques.
Securing your retirement with income-generating strategies and wealth preservation plans.
To partner with clients in long-term, trusted relationships, always putting their best interests above my own. To inspire my clients to achieve financial peace of mind through my experience, communication, and service, which exceeds their expectations and gives clients the freedom to pursue their finances.
My vision is to be your most trusted advisor through my professional knowledge, our integrity, and our personalized service. Together, we can help you make sound financial decisions that will grow and preserve your wealth so that you can leave a legacy to last for generations.
The foundation of every interaction and decision I make with my clients.
Upholding the highest standards of honesty and transparency in all dealings.
Being accountable for our actions and the outcomes of our services.
Striving for the highest quality in every service we provide.
Ensuring our clients can depend on us for accurate and timely services.
Putting our clients' needs and interests at the heart of everything we do.
Understanding and addressing the unique challenges faced by our clients.
From the beginning of my career in finance to becoming a trusted advisor for hundreds of clients.
Started my journey in the financial industry with a passion for helping others build wealth and achieve financial independence.
Completed the Securities Industry Essentials Examination, demonstrating foundational knowledge of the securities industry.
Passed the General Securities Representative Examination and registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Passed the Uniform Securities Agent State Law Examination, completing all required licensing for comprehensive advisory services.
Serving over 500 clients with personalized investment strategies, achieving a 98% client satisfaction rate and building lasting financial legacies.
Becoming a trader can't be improvised. It takes time, hard work, and discipline. Winning in the long run is the real challenge.
Professional traders have different strategies to win the market. A trading strategy is your preferences while trading the market or instrument, such as how frequently and how long or short-term to trade. I help each client develop a personalized strategy aligned with their goals, risk tolerance, and lifestyle.
In my view, this is the most important element. You may have the best strategy in the world, but if you can't minimise your risk of losing your positions, you could end up losing most of your trading capital before you hit a profit. I teach my clients to always know their exit before they enter.
Psychology in trading is managing your emotions. These emotions depend on your personality and especially on your relationship with money. This component is very difficult to tame for the simple reason that you need discipline to manage your emotions. I coach clients through the mental aspects of successful trading.
Measuring the echoes, refining strategies, and ensuring continued resonance. Results won't come without executing my strategies on your portfolio. I provide hands-on guidance through every trade, ensuring disciplined execution and continuous improvement.
My processes are simple and effective, spanning through three stages which makes it transparent and worry-free.
All great traders determine what they are willing to lose before they think about what they will earn on a trade. Decide before you enter a trade where you will exit.
Let the market determine what direction it's going to move in and not your feeling! Disciplined traders respond intelligently and wisely to price action.
Identify your ideal timeframe, trade size and financial goals. Trading is an individual performance business, and profitable traders trade without being swayed by FOMO.
I stand behind every investment recommendation with full confidence. My track record speaks for itself — every client who has followed my guidance has seen positive returns. Your capital is protected with institutional-grade risk management, and I maintain full transparency throughout our partnership. Together, we'll build a legacy that lasts for generations.
Fully licensed and registered with one of the most prestigious financial institutions in the world.
One Bryant Park, New York, NY 10036, United States
Registered with this firm since 12/20/2021 • A wholly owned subsidiary of Bank of America providing wealth management, brokerage, and financial planning services to individuals and institutions.
Passed: Feb 17, 2022
Passed: Dec 20, 2021
Passed: Oct 1, 2021
My clients have amazing things to say about their experience working with me.
"Trading with Lucy Mary Liam is refreshing, bringing unique insights and empathetic guidance that exceeded my expectations."
"Lucy's coaching and methods are a game-changer. Her deep market insights and strategic guidance have helped transform my portfolio earnings. A big Thanks to her!"
"Working with Lucy Mary Liam has been a great decision. Their customer service is exceptional, and they truly go above and beyond to ensure their clients are happy."
"She has proven to be a reliable and trustworthy partner. Her attention to detail, transparency, and commitment set them apart in the industry."
"Most mentors don't even create enough time to follow up on their mentees but she is the real definition of a Mentor. She absolutely changed my mentality and my financial life."
"I had an excellent experience. Her team was professional, transparent, and very responsive throughout the entire process. I would highly recommend them to anyone looking to invest."
I know you have questions. I've answered some frequently asked questions here. Feel free to ask me anything.
Ask Me a QuestionMy team and I set out to empower millions of people across the globe by upgrading them to a more open, efficient, and inclusive financial system, building a platform to trade and make good profit for our clients.
My trainings and guidance are valuable for both novice investors and seasoned professional traders.
Email: liamlucy800@gmail.com | WhatsApp: +447594801990
Absolutely, my methods and guides can make a tangible difference in your investment journey, driving success and growth.
They help manage your financial goals and investments, providing personalized strategies for wealth growth and preservation.
At least once per quarter, or as needed. I'm always available for urgent consultations.
Fill out the contact form and schedule a free consultation. We'll discuss your goals and create a personalized plan.
Ready to elevate your portfolio? Schedule a coaching and trading session together and let's talk about your investment goals from the get-go with me and my team.