Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hunt is a registered investment advisor with Citigroup Global Markets Inc., and has been in the industry since September 2006. She has extensive experience in the financial services industry, working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Lisa Hunt is committed to providing her clients with personalized financial advice and investment strategies. She holds several licenses and certifications, including the Series 6, 7, 9, 10, 24, 31, 52TO, and 66. Lisa Hunt is a dedicated professional who is passionate about helping her clients achieve their financial goals.
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.
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.
Asset allocation advice
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.
1
2
FL
04/15/2019 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
01/09/2018 - 03/11/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
06/13/2012 - 01/11/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/05/2010 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
08/21/2009 - 01/27/2010
LPL FINANCIAL CORPORATION (TAMPA FL)
FL
05/04/2006 - 05/18/2009
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/29/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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