Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Street Baverso is a financial advisor with over 20 years of experience in the industry. Lisa is currently registered with Truist Advisory Services, Inc. in Newton, NC. Lisa has held previous positions with BB&T Securities, LLC, BB&T Investment Services, Inc., Nationwide Securities, Inc., Wachovia Securities, LLC, UVEST Financial Services Group, Inc., First Union Securities, Inc. and First Union Brokerage Services, Inc. Lisa holds the Series 6, 7, 63 and 65 securities licenses. She is also a registered Investment Advisor Representative in North Carolina. Lisa specializes in portfolio management for individuals and businesses, as well as financial planning.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (Newton NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
03/14/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (NEWTON NC)
OH
08/29/2005 - 02/08/2006
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
MO
01/18/2005 - 06/17/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/28/2003 - 05/17/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MO
10/01/2000 - 06/04/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/07/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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