Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Epstein is a financial professional with over 10 years of experience in the financial services industry. Lisa is currently registered with Allstate Financial Services, LLC in Washington. Lisa holds the Series 6, Series 26, Series 63 and SIE licenses. Lisa previously worked with State Farm VP Management Corp. in California.
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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2
WA
10/19/2017 - Present
Allstate Financial Services, LLC (Edmonds WA)
CA
06/06/2011 - 09/13/2017
STATE FARM VP MANAGEMENT CORP. (WILLITS CA)
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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