Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Villarreal is a financial advisor with over 20 years of experience in the industry. Lisa is currently registered with Cetera Investment Advisers LLC and is licensed in Arizona. Lisa has previously held positions with several other firms including First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Charles Schwab & Co., Inc., Sagepoint Financial, Inc., SunAmerica Securities, Inc., Sentra Securities Corporation, Spelman & Co., Inc., ING Funds Distributor, LLC, Morgan Stanley DW Inc., and SunAmerica Securities, Inc. Lisa holds Series 6, 7, 24, 63, and 66 licenses. Lisa is a specialist in financial planning, pension consulting, educational seminars, and selection of other advisers. Lisa is also a portfolio manager for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (Phoenix AZ)
CA
03/30/2017 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
03/30/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
GA
03/30/2017 - 11/01/2017
GIRARD SECURITIES, INC. (ATLANTA GA)
AZ
11/22/2013 - 04/17/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
10/31/2005 - 08/23/2013
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
04/14/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
04/14/2003 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
04/14/2003 - 12/31/2004
SPELMAN & CO., INC. (PHOENIX AZ)
CT
02/18/2003 - 04/21/2003
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
NY
09/05/2001 - 01/23/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
AZ
08/25/2000 - 09/13/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
12/09/1999 - 08/30/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
06/04/1999 - 09/01/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 01/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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