Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Michelle Simons is a financial professional with Fidelity Brokerage Services LLC. Lisa has a Series 7TO and SIE license and has been in the industry since 2019. Lisa is registered with FINRA. Lisa is currently located in Boston, MA.
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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MA
03/07/2019 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 03/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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