Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Mantei is an investment advisor representative who has been in the financial services industry since 1994. Lisa works with Centaurus Financial, Inc. and is registered to provide investment advice in 17 states. Lisa has experience working with individuals and businesses. Lisa's expertise is in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
SC
06/01/2023 - Present
Centaurus Financial, Inc. (LEXINGTON SC)
SC
03/30/2010 - 06/15/2015
J.P. TURNER & COMPANY, L.L.C. (LEXINGTON SC)
SC
03/06/2008 - 03/29/2010
GUNNALLEN FINANCIAL, INC (LEXINGTON SC)
SC
09/28/2000 - 03/13/2008
FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)
CO
08/28/1995 - 10/24/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
MO
01/19/1993 - 01/14/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 10/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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