Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Comeau is a financial advisor with Cetera Investment Advisers LLC. Lisa has over 24 years of experience in the financial services industry. Lisa has passed numerous securities exams including the Series 63, 65, 7, 24, 4 and 51. Lisa holds active registrations in 42 states and 2 IA registrations. Lisa specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Lisa previously worked for VESTAX SECURITIES CORPORATION, WESTMINSTER FINANCIAL SECURITIES, INC., and KEY INVESTMENTS INC. Lisa has a proven track record of success in helping clients 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.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
OH
03/05/2003 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
01/14/2002 - 08/28/2002
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
OH
05/20/1999 - 12/31/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
11/11/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
OH
07/29/1998 - 10/28/1998
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 10/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/29/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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