Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Capizzi is an Investment Advisor Representative who has been in the industry since 2002. Lisa has been a partner in both Nacca & Capizzi LLP, a tax preparation firm, and Bookworx LLC, a bookkeeping firm. Lisa is also a shareholder and president of Chosen, Inc., a real estate corporation that owns the building where Lisa conducts business. Lisa has been affiliated with Commonwealth Financial Network since 2019, and currently is registered with The Ameriflex Group. Lisa has a strong background in accounting and tax preparation, and has been involved in a wide range of financial services over the years. This experience makes Lisa a valuable asset to The Ameriflex Group, where she provides comprehensive wealth management, financial planning, and investment advisory services to individuals and businesses.
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.
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.
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NY
12/01/2023 - Present
THE Ameriflex Group (Rochester NY)
MA
12/02/2019 - 12/11/2023
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
09/23/2016 - 12/02/2019
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
12/02/2008 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
NY
05/31/2002 - 12/01/2008
PREFERRED HOLDING CORPORARTION (ROCHESTER NY)
IA
Issued 10/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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