Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Belo Walkuski is a financial professional with over 20 years of experience in the industry. Lisa is currently registered with MML Investors Services, LLC and MML Distributors, LLC. Lisa is a Series 6 and Series 26 licensed professional. Lisa has been registered with MML Investors Services, LLC since June 2014 and has been registered with MML Distributors, LLC since January 2013. Prior to joining MML Investors Services, LLC, Lisa was registered with Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., Hartford Investment Financial Services, LLC, MetLife Investors Distribution Company, and Tower Square Securities, Inc. Lisa provides financial planning, portfolio management and pension consulting services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
06/13/2014 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
07/12/2006 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CT
07/12/2006 - 07/25/2012
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
07/12/2006 - 07/25/2012
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
CT
04/01/2006 - 06/27/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
CA
08/21/2002 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 07/24/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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