Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Seher is a financial advisor with Fidelity Personal and Workplace Advisors. Lisa has been in the industry since 2016 and has a wide range of experience in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lisa has passed the Series 7 and Series 63 exams and is a Certified Financial Planner. Lisa has previously worked at Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. Lisa is registered in all 50 states and the District of Columbia.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
03/14/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
PA
02/17/2021 - 10/05/2021
TRUIST INVESTMENT SERVICES, INC. (ALLENTOWN PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
11/10/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALLENTOWN PA)
BC
Issued 12/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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