Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vilmin is a financial professional with experience in the securities industry. Lisa is currently registered with Hilltop Securities Inc. and has been with the firm since June 2014. Previously, Lisa worked at Apex Clearing Corporation and Southwest Securities, Inc. in Dallas, TX. Lisa holds the Series 99 and SIE licenses and specializes in providing financial advice and services to individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
06/23/2014 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
04/24/2014 - 06/20/2014
APEX CLEARING CORPORATION (DALLAS TX)
TX
04/23/2012 - 03/11/2014
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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