Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Caroline Drago is a financial advisor with Pacific Select Distributors, LLC. Lisa has over 23 years of experience in the financial services industry, beginning her career in 1997. Her experience spans across multiple firms including Hornor, Townsend & Kent, LLC, Farmers Financial Solutions, LLC and Arete Wealth Management, LLC. Lisa has a comprehensive understanding of the financial markets and holds several industry licenses and certifications.
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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CA
06/18/2024 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
AZ
09/17/2019 - 04/30/2024
HORNOR, TOWNSEND & KENT, LLC (GLENDALE AZ)
CA
08/18/2014 - 12/18/2017
FARMERS FINANCIAL SOLUTIONS, LLC (CITY OF INDUSTRY CA)
CA
03/04/2014 - 04/25/2014
ARETE WEALTH MANAGEMENT, LLC (PASADENA CA)
PA
12/20/2013 - 03/20/2014
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CA
10/06/2011 - 03/13/2013
NATIONAL PLANNING CORPORATION (SANTA CLARITA CA)
CO
11/20/2008 - 02/12/2010
WELTON STREET INVESTMENTS LLC (ENGLEWOOD CO)
KS
09/12/2005 - 11/05/2008
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
PA
06/09/2004 - 07/18/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IL
07/17/2003 - 05/07/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
MN
09/29/2000 - 06/19/2003
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
NJ
07/15/1997 - 08/17/2000
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
06/05/1995 - 07/15/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2009
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/06/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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