Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Valli-steliotes is a financial advisor with Park Avenue Securities LLC. Lisa has been in the industry since 1984. Lisa has worked for several firms throughout her career, including Guardian Investor Services Corporation, Princor Financial Services Corporation, and Lincoln Financial Advisors Corporation. Lisa specializes in providing financial planning and portfolio management services for individuals. Lisa is registered with the state of Pennsylvania and is also registered with FINRA.
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.
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
PA
04/05/2011 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
NY
08/31/1995 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
01/03/1991 - 01/03/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IN
02/12/1987 - 07/06/1990
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/12/1987 - 07/06/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
02/12/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
06/19/1983 - 03/06/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
11/16/1983 - 11/21/1986
AETNA FINANCIAL SERVICES, INC.
BC
Issued 03/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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