Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Geiser is a financial professional with over 27 years of experience in the industry. Lisa is currently registered with Vanguard Marketing Corp. in Pennsylvania and Delaware and holds Series 6, 63, SIE and 6TO licenses. Lisa has been with Vanguard Marketing Corp. since 1995, and has been active in the industry since 2010.
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.
1
2
PA
03/20/2023 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
09/01/1995 - 06/04/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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