Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Elaine Willhoite is a financial advisor with Janney Montgomery Scott LLC in Cincinnati, Ohio. Lisa has been in the financial services industry since 1993. She has been registered with FINRA since 1993 and has a Series 7 and Series 63 license. Lisa's previous experience includes working as an advisor at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Lisa is committed to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
OH
04/19/2016 - Present
Janney Montgomery Scott LLC (Cincinnati OH)
OH
04/18/2008 - 04/21/2016
WELLS FARGO ADVISORS, LLC (CINCINNATI OH)
KY
11/02/1993 - 07/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
BC
Issued 09/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lisa Willhoite is the right advisor for you? Invested Better is here to help.
