Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kulhavi is a financial advisor at LPL Financial LLC, located in TAMPA, FL. Lisa has been in the financial services industry since December 1994 and has a wide range of experience in the field. Lisa is licensed to provide investment advice in multiple states, including Arizona, California, Colorado, Florida, Georgia, Michigan, Minnesota, New York, North Carolina, and South Carolina. Lisa's primary focus is providing investment advisory services to individuals, corporations, and businesses. She has also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. throughout her career. Lisa holds multiple designations, including Certified Financial Planner and Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
01/16/2018 - Present
LPL Financial LLC (TAMPA FL)
FL
08/02/2012 - 01/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
06/01/2009 - 08/08/2012
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
11/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
12/22/1994 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
IA
Issued 03/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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