Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Silva is a registered investment advisor representative with Osaic Wealth, Inc. Lisa has over 18 years of experience in the financial services industry. Lisa has a strong background in financial planning, portfolio management, and investment advice. Lisa holds Series 6, 7TO, 63, 65, and 26 licenses. Lisa is dedicated to providing her clients with personalized financial advice and guidance. Lisa is committed to helping her clients achieve their financial goals. Lisa is a strong advocate for her clients and is committed to providing them with the highest level of service.
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.
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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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (DIAMOND BAR CA)
CA
08/27/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DIAMOND BAR CA)
CA
04/04/2011 - 09/02/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (TORRANCE CA)
CA
11/29/2005 - 04/06/2011
WOODBURY FINANCIAL SERVICES, INC. (HUNTINGTON BEACH CA)
IA
Issued 06/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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