Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Samuels is an investment advisor representative with International Assets Investment Management, LLC. Lisa has been in the securities industry since 2008. Lisa has registrations with the state of Florida, California and is FINRA registered as well. Prior to her current position, Lisa was with Securian Financial Services, Inc. in Palm Beach Gardens, Florida and MetLife Securities Inc. in West Palm Beach, Florida. Lisa holds the Series 6, 7 and 66 securities licenses as well as the Securities Industry Essentials (SIE) examination. Lisa Samuels has been with International Assets Investment Management, LLC since 2018 and provides portfolio management for businesses and individuals. Lisa also offers financial planning and selection of other advisors.
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.
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.
1
2
FL
08/21/2018 - Present
International Assets Investment Management, LLC (LOXAHATCHEE FL)
FL
11/27/2013 - 08/03/2018
SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
05/13/2008 - 11/06/2013
METLIFE SECURITIES INC. (WEST PALM BEACH FL)
BOTH
Issued 12/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2013
Series 7 - General Securities Representative Examination
BC
Issued 5/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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