Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lalande Heath is a financial advisor with over 30 years of experience in the industry. Lisa is currently registered with Cambridge Investment Research Advisors, Inc. in Louisiana and Texas. Lisa provides financial planning and portfolio management services for individuals, businesses, and institutions. Lisa has a diverse background and has previously worked for firms such as AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Lisa holds a variety of licenses and designations including Series 6, 7, 24, 26, 51, 63, 65, and SIE. Lisa also holds the Certified Financial Planner designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
LA
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (LAFAYETTE LA)
NY
01/10/1989 - 08/29/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/10/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/22/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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