Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felicity? Claim Your ProfileFelicity Di pisa is a financial advisor with over 9 years of experience in the financial industry. Felicity holds Series 7 and Series 66 licenses and is registered with Pruco Securities, LLC. Felicity offers investment advice and guidance to a range of clients, including individuals, businesses, and trusts. Felicity also holds a Health Insurance license and is registered with several health insurance companies, including Dickerson Health Insurance, Anthem Blue Cross of California and Aetna Health Insurance. Felicity has experience in the areas of health insurance sales, investment advice and financial planning, and has helped clients achieve their financial goals.
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.
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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.
Compensation from lpl enterprise, llc
1
2
CA
09/13/2014 - Present
Pruco Securities, LLC (San Diego CA)
CA
07/15/2014 - 08/20/2014
MML INVESTORS SERVICES, LLC (LA JOLLA CA)
BOTH
Issued 08/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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