Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann Hitchcock is a financial advisor with over 20 years of experience in the financial services industry. Lisa is currently registered with Wells Fargo Clearing Services, LLC in Pennsylvania and Texas. Lisa has a broad range of experience and holds Series 7, Series 63, and Series 65 licenses. She is a seasoned professional who is dedicated to providing her clients with personalized financial advice. Lisa has previously worked at PNC Investments and J.J.B. Hilliard, W.L. Lyons, Inc. Lisa Ann Hitchcock works with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
04/04/2020 - Present
Wells Fargo Clearing Services, LLC (PITTSBURGH PA)
PA
01/01/2004 - 03/19/2007
PNC INVESTMENTS (SEWICKLEY PA)
KY
01/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 09/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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