Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Toi Scrantz is an investment advisor representative at Centaurus Financial, Inc. Lisa has been in the industry for over 28 years. Lisa holds Series 6, 7, and 66 securities licenses as well as a state license in Louisiana. Lisa has previously worked at AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Lisa also has a number of non-investment related business activities including owning a cattle ranch, a tax preparation and accounting business, and a real estate partnership. Lisa is registered in California, Louisiana, and Texas.
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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LA
10/17/2024 - Present
Centaurus Financial, Inc. (BATON ROUGE LA)
NY
12/14/1994 - 07/22/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/14/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 07/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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