Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Clark Reynolds is a financial advisor with over 20 years of experience in the industry. Lisa is currently registered with Alight Financial Solutions, LLC and is licensed to provide financial advice in all 50 states. Lisa specializes in providing a wide range of financial services to individuals and families. Prior to joining Alight Financial Solutions, Lisa worked with VANGUARD MARKETING CORPORATION for several years, gaining valuable experience in the financial services industry. Lisa holds the Series 6, Series 63, and SIE licenses.
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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NC
02/05/2009 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
NC
04/19/1999 - 11/08/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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