Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Rapfogel-ostroff is a financial advisor with MML Investors Services, LLC, located in Dallas, Texas. Lisa has been in the financial services industry since February 1995. Lisa is registered with the Securities and Exchange Commission as a Registered Representative and Investment Adviser Representative, as well as with the state of Texas. Lisa is a Series 6, 7, and 63 licensed financial professional. In addition to being a financial advisor, Lisa is an instructor for the Certificate in Financial Planning Program at Southern Methodist University. Lisa's areas of specialization include financial planning, portfolio management, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
07/29/2005 - Present
MML Investors Services, LLC (DALLAS TX)
NA
02/07/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 01/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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