Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wirfel is a financial advisor with Avantax Investment Services, Inc. Lisa has been in the industry since March 18, 2018. Lisa holds the Series 6, Series 63, and SIE licenses. Lisa is registered in Pennsylvania. Lisa’s office is located at 237 Johns Street, Suite 2 in Johnstown, Pennsylvania.
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.
1
2
PA
03/19/2018 - Present
Avantax Investment Services, Inc. (JOHNSTOWN PA)
BC
Issued 04/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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