Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hogan is a financial advisor with Fidelity Brokerage Services LLC. Lisa has been in the financial industry since 1989. Lisa holds Series 6, 7, 24, 63 and SIE licenses. Lisa has been registered with Fidelity Brokerage Services LLC since 2007. Previously, Lisa worked at Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc. Lisa is registered to provide securities and advisory services in 53 states.
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
TX
12/21/2007 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
07/08/1991 - 12/31/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
RI
09/22/1989 - 07/02/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 10/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1990
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Lisa Hogan is the right advisor for you? Invested Better is here to help.
