Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Lavin is a financial advisor with Farmers Financial Solutions, LLC. Lisa has been in the financial services industry since August 12, 2008. Lisa is registered with the state of California and holds the Series 6, Series 63 and SIE licenses. Lisa is currently located at the Farmers Financial Solutions, LLC branch office in Pacific Grove, CA.
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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2
CA
04/03/2013 - Present
Farmers Financial Solutions, LLC (PACIFIC GROVE CA)
CA
05/12/2003 - 12/31/2007
FARMERS FINANCIAL SOLUTIONS, LLC (PACIFIC GROVE CA)
BC
Issued 05/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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