Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Stevens is a financial professional with over 12 years of experience in the industry. Lisa is registered to offer securities in 7 states, including Oklahoma, Pennsylvania, and Indiana. Lisa is currently employed by American Fidelity Securities, Inc. Lisa Stevens holds the Series 6, Series 63 and SIE licenses. Lisa is a member of FINRA.
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
OK
08/08/2011 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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