Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Finkelstein Stavsky is a financial professional with over 30 years of experience in the securities industry. Lisa is currently registered with Wesbanco Securities, Inc. and has held previous registrations with TIAA-CREF Individual & Institutional Services, LLC, PNC Investments, Natcity Investments, Inc., Natcity Insurance Services, Inc., Liberty Securities Corporation, Independent Financial Securities, Inc., National City Investments Corporation, Alex. Brown & Sons Incorporated, and Balis & Zorn Inc. Lisa offers financial planning, portfolio management for individuals, and selection of other advisers services to her clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WV
04/15/2019 - Present
Wesbanco Securities, Inc. (WHEELING WV)
OH
06/20/2016 - 03/19/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DUBLIN OH)
PA
11/13/2009 - 06/09/2016
PNC INVESTMENTS (HORSHAM PA)
OH
06/01/1996 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS OH)
OH
08/30/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 09/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/20/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
03/08/1993 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
NA
12/04/1991 - 01/22/1993
ALEX. BROWN & SONS INCORPORATED
NY
07/11/1991 - 11/26/1991
BALIS & ZORN INC. (NEW YORK NY)
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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