Unclaimed
Lisa Qi is a financial advisor with FEF Distributors, LLC. Lisa has been in the industry since December 2018. Lisa has passed the Securities Industry Essentials Examination and General Securities Representative Examination. Prior to joining FEF Distributors, LLC, Lisa worked at INVESCO DISTRIBUTORS, INC. and GOLDMAN SACHS & CO. LLC.
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.
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.
1
2
NY
08/29/2022 - Present
FEF Distributors, LLC (NEW YORK NY)
NY
05/07/2020 - 08/19/2022
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
10/16/2018 - 03/19/2020
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 10/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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