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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Stella is a financial advisor registered in 20 states with Raymond James & Associates, Inc. Lisa has been in the financial services industry since 1987 and is committed to providing customized financial advice to individuals, families and businesses. Lisa specializes in developing personalized financial plans that address her clients' unique needs and goals. With a focus on retirement planning, investment management, and wealth preservation, Lisa is dedicated to helping her clients achieve financial security and peace of mind. Lisa Stella has been a financial advisor with Raymond James & Associates, Inc. since 2009. Lisa has a diverse range of experience and expertise, including a strong understanding of investment strategies and market trends. Lisa is passionate about helping her clients reach their financial objectives and is committed to providing them with the highest level of service.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
01/06/2010 - Present
Raymond James & Associates, Inc. (BLOOMFIELD HILLS MI)
MI
02/26/1987 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
IA
Issued 03/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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