Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kustron is a financial professional with over 10 years of experience in the financial services industry. Lisa is currently registered with CCO Capital, LLC. Lisa is licensed to provide investment advice in the state of California. Lisa has passed the Series 7, 24, 27, 65, and SIE exams.
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.
1
2
CA
07/19/2019 - Present
CCO Capital, LLC (Los Angeles CA)
IL
05/14/2008 - 04/22/2014
MORNINGSTAR INVESTMENT SERVICES, INC. (CHICAGO IL)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lisa Kustron is the right advisor for you? Invested Better is here to help.
