Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Mitrovich is a financial advisor with The Wealth Consulting Group. Lisa has been in the industry since February 6, 2020, and is registered to provide investment advice in 48 states. Lisa is also registered as a securities representative in California, Nevada, and Washington. Lisa specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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
NV
10/28/2024 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lisa Mitrovich is the right advisor for you? Invested Better is here to help.
