Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lafontant is a financial advisor with over 20 years of experience in the industry. Lisa is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Prior to joining Osaic Wealth, Inc., Lisa worked at FSC Securities Corporation in Atlanta, Georgia, and at Hartford Securities Distribution Company, Inc. in Atlanta, Georgia. Lisa holds Series 63, Series 66, SIE, and Series 7 licenses. Lisa is a dedicated financial advisor with a passion for 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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AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
10/19/2010 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
04/18/2008 - 01/29/2010
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (ATLANTA GA)
GA
10/11/2006 - 04/02/2008
GPC SECURITIES, INC. (ATLANTA GA)
NY
01/02/2004 - 07/06/2006
FIRST INVESTORS CORPORATION (NEW YORK NY)
NY
05/20/2002 - 08/25/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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