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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Skeldon is a financial advisor with Avantax Advisory Services in Corona, CA. Lisa has over 11 years of experience in the financial services industry. Lisa holds a Series 6, Series 63, and Series 65 licenses, as well as the SIE exam. Lisa also has experience providing tax preparation, accounting, bookkeeping, and payroll services to clients. 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
11/14/2017 - Present
Avantax Advisory Services (Corona CA)
CA
01/06/2012 - 11/14/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (CHINO CA)
CA
01/14/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CHINO CA)
IA
Issued 07/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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