Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Robinson is a financial advisor registered with Sequoia Financial Group, LLC. Lisa has over 15 years of experience in the financial services industry. Lisa is also registered with the state of Florida and Texas. Lisa's previous employers include UBS Financial Services Inc., Sanford C. Bernstein & Co., LLC, and IFP Securities, LLC. Lisa holds the Series 63, 66, 7, 9, and 10 licenses. Lisa is also a Certified Financial Planner. Lisa specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
1
2
FL
10/11/2023 - Present
Sequoia Financial Group, LLC (Tampa FL)
FL
11/27/2019 - 06/16/2021
IFP SECURITIES, LLC (TAMPA FL)
FL
08/28/2014 - 07/29/2016
UBS FINANCIAL SERVICES INC. (TAMPA FL)
FL
01/01/2005 - 08/14/2014
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
BOTH
Issued 04/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lisa Robinson is the right advisor for you? Invested Better is here to help.
