Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Anne Crivella is a financial advisor registered with the state of Maryland. Lisa Anne Crivella is affiliated with Ivy League Financial Advisors LLC. Lisa Anne Crivella has been in the industry since February 2006. Lisa Anne Crivella provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Lisa Anne Crivella is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
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.
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MD
11/17/2023 - Present
IVY League Financial Advisors LLC (ROCKVILLE MD)
Active
Inactive
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