Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Emmons is an investment advisor representative with Voya Financial Advisors, Inc. Lisa has over 17 years of experience in the financial services industry, specializing in financial planning, portfolio management, and insurance. Lisa is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Prior to joining Voya Financial Advisors, Inc., Lisa worked with ING Financial Advisors, LLC. Lisa is committed to providing her clients with personalized financial advice and strategies that help them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (Addison TX)
TX
10/26/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (ADDISON TX)
IA
Issued 10/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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