Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kidd Hunt is a financial advisor with Charles Schwab & CO., INC. based in Bethesda, Maryland. Lisa has over 30 years of experience in the financial services industry, with a focus on providing comprehensive financial planning and investment advice to individuals and families. She is a registered representative and investment advisor representative, and holds several industry licenses and certifications, including Series 7, 8, 9, 10, 24, 63, 65 and SIE. Prior to joining Charles Schwab & CO., INC., Lisa held positions at Dominick & Dominick, Incorporated and Charles Schwab Bank. Lisa is also an active member of the financial services industry, serving on the Board of Directors for the Securities Industry and Financial Markets Association (SIFMA).
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 3/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/7/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/2/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/11/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
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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