Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Carbonara is a financial professional with over 16 years of experience in the financial services industry. Lisa is currently a registered representative and principal at Bay Crest Partners, LLC. Lisa holds a variety of licenses and registrations, including Series 7, Series 14, Series 53, and Series 63. Lisa previously worked at AmeriVest Partners, LLC.
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
NY
10/03/2006 - Present
BAY Crest Partners, LLC (NY NY)
NY
10/03/2006 - 06/23/2016
AMERIVEST PARTNERS, LLC (NEW YORK NY)
BC
Issued 01/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/08/2007
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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