Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Michele Hayes is a financial advisor with Truist Advisory Services, Inc., based in Melbourne, Florida. Lisa has been in the industry since 2007, working previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Lisa has a broad range of certifications and licenses. Lisa's expertise is in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lisa is registered to provide investment advice in all 50 states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
FL
11/03/2016 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
FL
10/23/2009 - 07/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)
FL
08/13/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELBOURNE FL)
BOTH
Issued 11/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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