Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bacon-soiberg is an investment advisor representative with Arista Wealth Management, LLC, based in Las Vegas, NV. Lisa has been in the industry since 1996 and has a broad range of experience in the financial services sector. Lisa has held positions at several notable firms, including UBS Financial Services Inc., Morgan Stanley and Morgan Stanley & Co., Incorporated. Lisa is dedicated to providing comprehensive financial planning and investment management services to her clients. Her specialization includes individual and business portfolio management, pension consulting, and selection of other advisors. Lisa's commitment to serving her clients is evident in her experience and dedication.
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.
Consulting (investment/non-investment)
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.
1
2
NV
03/14/2019 - Present
Arista Wealth Management, LLC (LAS VEGAS NV)
NV
02/15/2013 - 08/18/2017
UBS FINANCIAL SERVICES INC. (LAS VEGAS NV)
NV
06/01/2009 - 03/01/2013
MORGAN STANLEY (HENDERSON NV)
NV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAS VEGAS NV)
NV
11/15/2005 - 04/02/2007
MORGAN STANLEY DW INC. (LAS VEGAS NV)
NY
07/22/1996 - 10/11/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
02/15/1996 - 06/04/1996
MORGAN STANLEY & CO., INCORPORATED
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lisa Bacon-soiberg is the right advisor for you? Invested Better is here to help.
