Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Shearer is a financial advisor who has been in the industry since 2013. Lisa is currently registered with Truist Securities, Inc. and is licensed to provide financial advice in all 50 states and Puerto Rico. Lisa has a broad range of experience in the industry, having previously worked at BB&T Securities, LLC and Fifth Third Securities, Inc. Lisa is dedicated to providing her clients with the highest level of personalized service and financial guidance.
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.
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.
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2
TN
07/01/2020 - Present
Truist Securities, Inc. (NASHVILLE TN)
VA
03/27/2019 - 07/01/2020
BB&T SECURITIES, LLC (RICHMOND VA)
TN
10/12/2011 - 10/31/2017
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
BC
Issued 01/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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