Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Roseann Ouzounian is a financial professional with over 20 years of experience in the industry. She has a wide range of experience across various firms, including Pacific Select Distributors, Inc., Hartford Equity Sales Company Inc., Templeton/Franklin Investment Services, Inc., and Franklin/Templeton Distributors, Inc. Currently, Lisa is registered with Equity Services, Inc. and is located in Montpelier, VT. Lisa holds a variety of licenses including Series 6, 7, 63, and 66, as well as the SIE. Lisa offers financial planning, portfolio management for individuals and selection of other advisers services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VT
11/15/2010 - Present
Equity Services, Inc. (MONTPELIER VT)
CA
05/11/2007 - 09/30/2009
PACIFIC SELECT DISTRIBUTORS, INC. (WALNUT CREEK CA)
CT
12/07/2005 - 05/12/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CA
11/18/2002 - 09/20/2005
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
CA
04/14/1999 - 11/19/2002
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 11/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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