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 professional with over 25 years of experience in the industry. Lisa is currently registered with Eagle Strategies LLC, a firm with a focus on financial planning and portfolio management for individuals and charitable organizations. Lisa has a wide range of experience in the financial services industry, having previously worked with Hancock Investment Services, Inc. and GNA Securities, Inc. Lisa holds numerous securities licenses, including Series 6, 7, 24, 51 and 66.
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 05/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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