Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hunt is a financial advisor with over 30 years of experience in the industry. Lisa has been with Charles Schwab & CO., Inc. since February 1992 and is registered with the state of Maryland as both a Registered Representative (Series 7 and Series 63) and an Investment Advisor Representative (Series 65). Lisa has a broad range of experience and expertise, including Financial Planning, and Portfolio Management. Lisa is a member of SIFMA and is also a Director for the University System of Maryland Foundation.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MD
04/06/2001 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
CT
11/23/1988 - 02/24/1992
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
IA
Issued 03/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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