Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Michalski is an Investment Advisor Representative with NED Davis Research, Inc. Lisa is registered with the state of Florida and Texas. Lisa holds the Series 65 license, the Uniform Investment Adviser Law Examination. She has a designation of Chartered Financial Analyst. Lisa has been in the financial services industry since September 2007. Lisa Michalski is a professional who has been helping clients for years, providing guidance and expertise.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Issues charts, graphs, etc & customized research, model portfolio services
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.
Ndr receives bps on other ia's aum using ndr models
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FL
04/22/2024 - Present
NED Davis Research, Inc. (SARASOTA FL)
IA
Issued 09/28/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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