Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Villamizar is a registered investment advisor representative with Charles Schwab & CO., Inc. in Mt. Pleasant, SC. Lisa has been in the securities industry since 2017 and has held prior roles with FIDELITY BROKERAGE SERVICES LLC and VANGUARD MARKETING CORPORATION. Lisa specializes in providing financial planning and investment advice to individual 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
SC
07/10/2023 - Present
Charles Schwab & CO., Inc. (Mt. Pleasant SC)
SC
11/24/2020 - 06/13/2023
FIDELITY BROKERAGE SERVICES LLC (MOUNT PLEASANT SC)
NC
04/06/2017 - 09/27/2019
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 02/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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