Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Boyer is a financial professional with over 20 years of experience in the industry. Lisa has a strong background in securities, having held positions at Capital Analysts, Incorporated, and currently working at Vanguard Marketing Corp. Lisa is registered to conduct business in Pennsylvania. She is committed to providing clients with personalized financial guidance and is dedicated to helping them achieve their financial goals. Lisa's experience includes Series 63, Series 66, Series 24 and Series 7 exams. She is also a registered principal.
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.
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.
1
2
PA
11/02/2005 - Present
Vanguard Marketing Corp. (MALVERN PA)
OH
04/04/2000 - 03/19/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 12/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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