Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hill-millar is an investment advisor representative with Fidelity Personal and Workplace Advisors. Lisa has over 13 years of experience in the financial services industry and has held previous positions with J.P. Morgan Securities LLC, TD Ameritrade, Inc, Transamerica Financial Advisors, Inc, Waddell & Reed, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Chase Investment Services Corp. and NYLIFE Securities LLC. Lisa holds licenses for Series 6, 7, 63, 66 and SIE.
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.
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.
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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UT
04/06/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
04/23/2021 - 07/01/2021
J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)
UT
06/13/2016 - 01/11/2021
TD AMERITRADE, INC. (MIDVALE UT)
UT
01/21/2015 - 12/31/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (SO. JORDAN UT)
UT
04/16/2013 - 11/24/2014
WADDELL & REED (COTTONWOOD HEIGHTS UT)
UT
04/26/2012 - 04/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
UT
01/31/2011 - 03/15/2012
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
05/11/2007 - 12/05/2008
CHASE INVESTMENT SERVICES CORP. (RIVERTON UT)
UT
01/31/2007 - 05/14/2007
NYLIFE SECURITIES LLC (SANDY UT)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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