Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vito is a financial advisor with Eagle Strategies LLC based in BATON ROUGE, LA. Lisa has been in the financial services industry since 1996 and has held various positions at different firms, including Hancock Investment Services, Inc. and GNA Securities, Inc. Lisa holds multiple licenses and certifications, including Series 6, 7, 24, 51, 63, and 66. Lisa has a proven track record of success in providing financial advice to individuals, corporations, and charitable organizations. Lisa specializes in financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
LA
05/19/2011 - Present
Eagle Strategies LLC (BATON ROUGE LA)
LA
07/23/1996 - 11/04/2002
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
VA
10/02/1995 - 12/19/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 5/3/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/28/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 1/6/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/5/1997
Series 7 - General Securities Representative Examination
BC
Issued 9/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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