Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Eitzel is an investment advisor representative at Edelman Financial Engines. Lisa has been in the industry since December 2008, and holds several licenses including Series 6, Series 7, Series 63, and Series 65. Lisa has previously worked at Sanders Morris Harris LLC and EF Legacy Securities, LLC. Lisa is currently registered with the state of Virginia and Texas, and specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BETHESDA MD)
VA
12/22/2008 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
BC
Issued 01/24/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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