Unclaimed
Lisa Naughton is a financial professional with a Series 27 license. Lisa is a Principal at Fidelity Brokerage Services LLC. Lisa is based in Boston, MA. Lisa joined Fidelity Brokerage Services LLC on January 12, 2024.
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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MA
01/12/2024 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 01/12/2024
Series 27 - Financial and Operations Principal Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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