Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Pacillas is a financial advisor with Brighthouse Securities, LLC. Lisa has been in the financial industry for over 20 years and has a broad range of experience. Lisa has held previous positions at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, TRANSAMERICA FINANCIAL ADVISORS, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WACHOVIA SECURITIES, INC. and PARK AVENUE SECURITIES LLC. Lisa is a licensed financial advisor in North Carolina.
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
NC
11/28/2017 - Present
Brighthouse Securities, LLC (CHARLOTTE NC)
NC
09/11/2006 - 06/19/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
CA
03/15/2004 - 02/02/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
WI
10/24/2003 - 01/21/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
07/12/2002 - 05/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
10/24/2000 - 06/24/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
05/18/2000 - 09/26/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 08/30/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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