Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Carol Reid is a registered investment advisor representative with PKS Advisory Services, LLC. Lisa is licensed in Tennessee and Texas. Lisa has been in the financial services industry since 2021. Lisa holds the Series 66, Series 7TO, and SIE licenses. Lisa specializes in providing financial planning, pension consulting, and portfolio management services to 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
12/21/2023 - Present
PKS Advisory Services, LLC (ALBANY NY)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lisa Reid is the right advisor for you? Invested Better is here to help.
