Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Cyr is an investment advisor representative for Cetera Investment Advisers LLC. She has been in the financial services industry since 1999. Lisa has a wide range of experience, having previously worked with firms such as First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, Investors Capital Corp., VSR Financial Services, Inc., J.P. Turner & Company, L.L.C., Citigroup Global Markets Inc., and Raymond James Financial Services, Inc. Lisa's experience in financial planning and portfolio management for individuals and businesses makes her a valuable resource for clients seeking personalized financial advice.
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
GA
03/22/2023 - Present
Cetera Investment Advisers LLC (ATLANTA GA)
GA
01/19/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ATLANTA GA)
GA
01/19/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ATLANTA GA)
GA
01/19/2016 - 11/01/2017
GIRARD SECURITIES, INC. (ATLANTA GA)
GA
01/19/2016 - 12/31/2016
LEGEND EQUITIES CORPORATION (Atlanta GA)
GA
01/19/2016 - 11/29/2016
INVESTORS CAPITAL CORP. (ATLANTA GA)
GA
01/19/2016 - 11/29/2016
VSR FINANCIAL SERVICES, INC. (Atlanta GA)
GA
06/19/2007 - 12/31/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
GA
12/19/2000 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
FL
09/27/1999 - 11/16/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 10/5/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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