Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Godbout is a financial advisor with LPL Financial LLC, a firm with a focus on serving high-net-worth individuals and corporations. Lisa has experience in the industry dating back to 2019 and has held positions with People's Securities, Inc. and INFINEX INVESTMENTS, INC. She is currently registered in Connecticut and holds the Series 63, Series 6TO and SIE licenses. Lisa's expertise lies in providing personalized financial planning, portfolio management and consulting services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
08/17/2022 - Present
LPL Financial LLC (Cheshire CT)
CT
12/23/2019 - 08/17/2022
PEOPLE'S SECURITIES, INC. (Cheshire CT)
CT
04/08/2019 - 12/24/2019
INFINEX INVESTMENTS, INC. (Cheshire CT)
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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