Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Spitler is a financial advisor with over 6 years of experience in the financial services industry. Lisa currently works at Founders Financial Securities LLC. Lisa previously worked at Voya Financial Advisors, Inc. Lisa is registered with the state of Michigan as an Investment Advisor Representative and has passed the Series 6, Series 63, Series 65, and Series 66 exams. Lisa provides financial planning, portfolio management for individuals and businesses, and selection of other advisors to her clients.
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.
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.
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MI
09/14/2019 - Present
Founders Financial Securities LLC (Brighton MI)
MI
03/10/2017 - 11/01/2018
VOYA FINANCIAL ADVISORS, INC. (BRIGHTON MI)
MI
10/05/2016 - 11/17/2016
VOYA FINANCIAL ADVISORS, INC. (Brighton MI)
IA
Issued 09/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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