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 Juvette is a financial advisor at Raymond James Financial Services Advisors, Inc. Lisa has over 27 years of experience in the financial industry, working in various roles at firms including Salomon Smith Barney Inc. and Lehman Brothers Inc. Lisa is a registered representative and investment advisor representative. Lisa is licensed to provide financial advice in 21 states, including Arizona, Arkansas, California, Florida, Georgia, Iowa, Kansas, Kentucky, Minnesota, Missouri, Montana, Nebraska, New York, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Washington, and Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
04/11/2016 - Present
Raymond James Financial Services Advisors, Inc. (Fargo ND)
NY
07/31/1993 - 06/27/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/28/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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