Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Aldrete is a financial advisor with Lion Street Financial, LLC. Lisa has been in the financial industry since 2002. Prior to joining Lion Street Financial, LLC, Lisa worked at Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, Girard Securities, Inc., and Sagepoint Financial, Inc. Lisa holds FINRA Series 7 and SIE licenses and is registered in Colorado and Louisiana.
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.
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.
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2
TX
02/09/2024 - Present
Lion Street Financial, LLC (AUSTIN TX)
LA
08/31/2020 - 11/14/2023
GOLDMAN SACHS & CO. LLC (MANDEVILLE LA)
LA
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (MANDEVILLE LA)
LA
04/01/2010 - 11/01/2017
GIRARD SECURITIES, INC. (MANDEVILLE LA)
LA
10/31/2005 - 04/06/2010
SAGEPOINT FINANCIAL, INC. (MANDEVILLE LA)
AZ
09/04/2002 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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