Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Hirschfeld is a financial advisor at Fidelity Personal And Workplace Advisors. Lisa has been in the industry since 2010. She has a Series 7 and Series 66 license. Lisa works in the Boston office of Fidelity Personal And Workplace Advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
02/16/2011 - 06/07/2013
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
02/10/2012 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
02/05/2010 - 02/16/2011
AXA ADVISORS, LLC (WELLESLEY MA)
BOTH
Issued 03/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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