Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Neira is a financial advisor with Corient. Lisa specializes in providing financial planning services to individuals, corporations, and institutions. Lisa has over 12 years of experience in the financial services industry. Lisa has held various roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, RegentAtlantic, and Corient. Lisa is a Certified Financial Planner and holds a Series 66, Series 7 and SIE license. Lisa is also a board member of Advisers Give Back, a non-profit organization that provides pro bono financial planning services to those in need.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
11/21/2023 - Present
Corient (MIAMI FL)
NJ
04/04/2011 - 08/02/2021
FIDELITY BROKERAGE SERVICES LLC (WAYNE NJ)
NJ
02/06/2009 - 03/21/2011
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 05/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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