Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lisack-mettler is a registered Investment Advisor Representative with Vanguard Advisers, Inc. She is licensed to provide financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors in Arizona and Texas. Lisa joined Vanguard Advisers in July 2018 and has been in the financial services industry since October 2018.
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.
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.
1
2
AZ
09/18/2020 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BOTH
Issued 09/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Lisack-mettler is the right advisor for you? Invested Better is here to help.
