Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Conte is an Investment Advisor Representative registered with NFP Retirement Inc. located in Aliso Viejo, California. Lisa is a registered Investment Advisor Representative in California and has been in the industry since August 2017. Lisa has passed the Series 65 exam and has a strong background in the financial services industry.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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CA
04/05/2022 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
IA
Issued 04/04/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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