Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lynn Borth is a financial advisor with over 20 years of experience in the industry. She has been registered with Alliancebernstein Investments, Inc. since February 2000. Prior to that, Lisa was registered with USAA Investment Management Company from January 1998 to September 1998. Lisa holds Series 6, 7, and 63 securities licenses.
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.
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.
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2
TX
02/08/2000 - Present
Alliancebernstein Investments, Inc. (SAN ANTONIO TX)
TX
01/12/1998 - 09/08/1998
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 01/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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