Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lawwill is a financial advisor with Prospera Financial Services, Inc. She has been in the industry since 1997. Lisa is a registered representative in North Carolina and provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. She has a wide range of experience, having previously worked at Morgan Stanley DW Inc., Dean Witter Reynolds Inc., MFI Investments Corp., and First Affiliated Securities. Lisa is committed to providing her clients with the highest level of service and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
06/16/2006 - Present
Prospera Financial Services, Inc. (DALLAS TX)
NY
06/24/2003 - 12/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/15/1995 - 06/02/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
OH
07/29/1994 - 02/27/1995
MFI INVESTMENTS CORP. (BRYAN OH)
CA
05/25/1994 - 07/14/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
BOTH
Issued 10/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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