Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Davis is a financial advisor with Cetera Advisors LLC, registered with the state of Kentucky. Lisa has been in the industry since March 1st, 2007 and holds the Series 6, Series 63 and SIE licenses. Lisa is a seasoned professional with experience at First Allied Securities, Inc. and Next Financial Group, Inc.
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
KY
09/08/2022 - Present
Cetera Advisors LLC (LOUSIVILLE KY)
KY
11/25/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LOUSIVILLE KY)
KY
03/01/2007 - 11/25/2013
NEXT FINANCIAL GROUP, INC. (LOUISVILLE KY)
BC
Issued 03/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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