Unclaimed
Lisa Vanzant is a financial professional with over 10 years of experience in the industry. Lisa is currently registered with Nylife Securities LLC in WHITEFISH, MT and is licensed to provide securities-related services in several states, including Arizona, California, Florida, Idaho, Montana, Texas, Utah, Washington, and Wyoming. Lisa holds Series 6 and SIE licenses, and previously held a Series 63 license.
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
MT
08/31/2012 - Present
Nylife Securities LLC (WHITEFISH MT)
AZ
02/10/2011 - 04/21/2011
PRUCO SECURITIES, LLC. (TUCSON AZ)
AZ
03/18/2010 - 02/11/2011
NYLIFE SECURITIES LLC (TUCSON AZ)
BC
Issued 04/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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