Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rae Laboo is a financial advisor with over 30 years of experience in the financial services industry. Lisa is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in multiple states. Lisa's previous experience includes working for Securities America, Inc. and Sunset Financial Services, Inc. In addition to her financial advisory role, Lisa is also a volunteer board member for several organizations, including the YMCA and the Florida A&M University Foundation, Inc. Lisa holds the Series 6, Series 26, and Series 63 licenses, as well as the SIE designation. Lisa specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (EUSTIS FL)
FL
11/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (EUSTIS FL)
FL
04/04/2000 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (EUSTIS FL)
OH
07/01/1996 - 04/04/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
04/05/1993 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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