Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Irwin Sternberg is an investment advisor representative at Highline Wealth Partners. Lisa has been in the industry since 1983, and has been registered with the state of California since 2016. Lisa has passed the Uniform Investment Adviser Law Examination (Series 65), the General Securities Principal Examination (Series 24) and the Non-Member General Securities Examination (Series 2).
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.
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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2
CA
11/21/2016 - Present
Highline Wealth Partners (SHERMAN OAKS CA)
IA
Issued 11/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1989
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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