Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Salvi is a financial professional with over 17 years of experience in the financial services industry. Lisa is currently registered with Charles Schwab & Co., Inc. and has been with the firm since June 2007. Prior to joining Charles Schwab & Co., Inc., Lisa worked at Legacy Financial Services, Inc. in Petaluma, California. Lisa is licensed to provide securities advice and is also a registered principal. Lisa holds a Series 7, Series 24, and Series 63 license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
06/07/2007 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CA
11/09/2005 - 05/24/2007
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
BC
Issued 10/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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