Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Badder is a financial advisor with over 23 years of experience in the financial services industry. Lisa is currently registered with Equitable Advisors, LLC, where she is also employed. Lisa is also a registered investment advisor. Lisa has been registered with Equitable Advisors, LLC since April 24, 2014. Prior to that, she was employed with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from July 3, 2000 to December 23, 2013. Lisa has passed the Series 7, Series 24, Series 26, Series 52TO, Series 53, and Series 66 exams. Lisa's registration is currently active in Florida. Lisa specializes in providing financial advice to individuals, businesses, and charitable organizations. Lisa is also able to provide financial planning, pension consulting, 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/24/2014 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
FL
07/03/2000 - 12/23/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 04/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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