Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Mortensen Woods is a registered representative with Fidelity Personal And Workplace Advisors. Lisa has been in the industry since 2005 and has experience working with a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. Lisa is licensed to provide investment advisory services in a number of states, including New Jersey, Texas, and California. Lisa offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisers.
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.
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
NJ
12/03/2019 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY NJ)
NY
06/01/2004 - 12/18/2006
BERNARD L. MADOFF INVESTMENT SECURITIES LLC (NEW YORK NY)
CT
04/10/1996 - 06/10/2004
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
NJ
11/22/1995 - 03/11/1996
NASH, WEISS & CO. (JERSEY CITY NJ)
NY
12/22/1994 - 08/30/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/20/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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