Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rebeil is a financial professional with over 10 years of experience in the industry. Lisa is currently registered with Fidelity Brokerage Services LLC and holds a Series 7, Series 63 and Series 66 license. Lisa is registered to provide investment advice in all states.
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.
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2
TX
03/12/2012 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BOTH
Issued 03/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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