Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Reich is a financial advisor with Cetera Investment Advisers LLC in Boynton Beach, Florida. Lisa has over 30 years of experience in the financial services industry. Lisa is registered with the state of Florida as an investment advisor representative. Lisa has a Series 7, Series 31, and Series 63 license. Lisa is also a registered representative with FINRA. Lisa specializes in providing financial advice 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
04/07/2023 - Present
Cetera Investment Advisers LLC (Boynton Beach FL)
NY
02/17/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (East Setauket NY)
NY
05/06/2011 - 12/22/2016
ROYAL ALLIANCE ASSOCIATES, INC. (NESCONSET NY)
NY
08/19/2005 - 05/10/2011
OPPENHEIMER & CO. INC. (MELVILLE NY)
NY
10/08/1993 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/11/1991 - 09/20/1993
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 11/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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