Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Makanvand is a financial advisor registered in the state of California. Lisa has been in the industry since December 2018, and is currently employed by PFS Investments Inc. Lisa is licensed with the state of California and FINRA. Lisa has Series 6 and Series 63 licenses and the SIE exam. Lisa specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/22/2019 - Present
PFS Investments Inc. (PASADENA CA)
CA
12/03/2018 - 12/31/2018
PFS INVESTMENTS INC. (PASADENA CA)
BC
Issued 03/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Makanvand is the right advisor for you? Invested Better is here to help.
