Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Louise Correia is a financial advisor at Fidelity Personal and Workplace Advisors in Boston, MA. Lisa has over 20 years of experience in the financial services industry. She is a registered representative and investment advisor representative with securities licenses Series 7, 63, and 65. She also holds the Series 66 license and the SIE exam. Previously, Lisa worked for Fidelity Investments, BANC of America Investment Services, Inc., National Financial Services LLC, and Fidelity Brokerage Services LLC. Lisa specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
03/12/2010 - 03/09/2012
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
01/23/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
RI
08/01/2006 - 12/15/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
10/21/2002 - 07/28/2006
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
01/17/2001 - 10/21/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 02/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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