Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vanzandt is a financial advisor registered with Equitable Advisors, LLC. Lisa is licensed in both New Jersey and New York. Lisa has a broad range of experience in the financial services industry, having worked in the field since 2001. Lisa has passed numerous professional exams, including the Series 7, Series 6, Series 63, and Series 65. Lisa is a specialist in a range of financial areas, including investments, financial planning, and retirement planning. Lisa works with individuals, businesses, and charitable organizations.
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
NY
05/18/2021 - Present
Equitable Advisors, LLC (SYRACUSE NY)
NY
06/04/2001 - 05/12/2003
IFMG SECURITIES, INC. (PURCHASE NY)
OH
03/08/2001 - 04/30/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 11/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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