Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Fera is a financial advisor who has been working in the industry since 2002. Lisa is registered with the state of Pennsylvania as a Registered Representative (RA) and Investment Advisor Representative (IAR). Lisa is also registered as a Broker in multiple states. She holds the Series 6, 63, and 65 licenses, as well as the SIE license. Lisa is currently employed by PFS Investments Inc. and is located in Carnegie, Pennsylvania. Lisa offers investment advisory services, including portfolio management, to individuals and businesses. She also provides financial planning 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
11/29/2021 - Present
PFS Investments Inc. (CARNEGIE PA)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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