Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Karlin is a financial advisor with over 30 years of experience in the industry. Lisa is currently registered with Cetera Investment Advisers LLC and has previously worked with Investors Capital Corp., Capital Analysts, Incorporated, Raymond James Financial Services, Inc., Cadaret, Grant & Co., Inc., AIG Equity Sales Corp., and Hornor, Townsend & Kent, Inc. Lisa holds Series 6, 7, 63, and 65 licenses. Lisa specializes in financial planning, portfolio management, and pension consulting.
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.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (WAYNE PA)
PA
05/15/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (HORSHAM PA)
PA
01/06/2003 - 05/15/2009
CAPITAL ANALYSTS, INCORPORATED (HORSHAM PA)
FL
05/06/2002 - 01/06/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
01/02/1998 - 04/24/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/19/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
PA
06/28/1990 - 08/29/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 06/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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