Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Brantley is a financial advisor with over 30 years of experience in the financial industry. She is a registered representative of PFS Investments Inc. and holds a Series 6, Series 63, Series 26 and Series 65 licenses. Lisa provides financial planning and investment advice to individuals and businesses. Lisa has experience working for both PFS Investments Inc. and First American National Securities, Inc. Currently, Lisa provides services in Michigan and Georgia.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
11/14/2012 - Present
PFS Investments Inc. (GRAND BLANC MI)
GA
08/27/1990 - 01/04/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 08/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Brantley is the right advisor for you? Invested Better is here to help.
