Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Santillo is a financial advisor who has been in the industry since 2007. Lisa is registered with PFS Investments Inc., which is an investment advisor firm based in Duluth, Georgia. Lisa holds the Series 6 and Series 63 licenses and is registered in both California and Florida. Lisa has a specialization in variable contracts.
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
FL
03/21/2007 - Present
PFS Investments Inc. (ORLANDO FL)
BC
Issued 02/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Santillo is the right advisor for you? Invested Better is here to help.
