Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Murseli is a financial advisor with Valic Financial Advisors, Inc. Lisa has been in the financial industry since September 19, 1996. Lisa holds the Series 6, Series 7 and SIE licenses. Lisa specializes in Insurance, Investment advisory services, and Retirement planning. Lisa has been registered with FINRA since June 18, 1999.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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2
TX
06/18/1999 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
09/20/1996 - 06/18/1999
A.G. DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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