Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Guillory is a financial professional with over 25 years of experience in the industry. Lisa currently works as a Registered Representative with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC and Avantax Investment Services, Inc., serving clients in the Dallas, Texas area. Lisa is a Series 6 and Series 63 licensed professional and has a Series 65 license as well. Lisa's professional experience includes working with a range of clients, including individuals, families, and businesses.
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.
1
2
TX
08/22/2024 - Present
Cetera Advisors LLC (DALLAS TX)
BC
Issued 11/09/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Guillory is the right advisor for you? Invested Better is here to help.
