Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Santos is a financial advisor who is registered with the state of Illinois. Lisa currently works with Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. Lisa has been in the financial industry for over 20 years and has extensive experience in financial planning, investment management, and retirement planning. Lisa specializes in providing comprehensive financial planning services to individuals, families, and businesses. Lisa is committed to helping her clients achieve their financial goals through a personalized and collaborative approach.
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.
Investment recommendation/consulting services
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.
1
2
IL
06/13/2024 - Present
Keating Financial Advisory Services (Chicago IL)
IA
Issued 06/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Lisa Santos is the right advisor for you? Invested Better is here to help.
