Unclaimed
Lisa Vallejo is a financial professional with over 18 years of experience in the industry. Lisa is currently registered with Nylife Securities LLC and holds Series 6, 63 and SIE licenses. She is registered in both California and Florida. Lisa's primary office location is at 3530 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA 90010.
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.
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2
CA
01/25/2005 - Present
Nylife Securities LLC (LOS ANGELES CA)
BC
Issued 05/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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