Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Stewart is a financial advisor with Fifth Third Securities, Inc. based in Cadillac, MI. Lisa has been in the financial services industry since 1996 and is licensed to sell securities in Michigan. Lisa has her Series 63, Series 65 and Series 6TO licenses and holds the SIE designation. Lisa specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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
MI
09/14/2020 - Present
Fifth Third Securities, Inc. (CADILLAC MI)
IA
Issued 9/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Lisa Stewart is the right advisor for you? Invested Better is here to help.
