Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Trahan is a financial advisor with Edward Jones. Lisa has been working in the financial services industry since 1991. She is registered with both FINRA and the SEC. Lisa's experience includes providing financial planning, portfolio management, and selection of other advisors. Lisa is committed to helping her clients reach their financial goals. She provides services for individuals, businesses, and retirement plans.
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.
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.
See schedule d - miscellaneous
1
2
LA
12/18/2018 - Present
Edward Jones (OPELOUSAS LA)
LA
08/16/2011 - 11/21/2016
HANCOCK INVESTMENT SERVICES, INC. (OPELOUSAS LA)
LA
09/08/2005 - 08/19/2011
PROEQUITIES, INC. (LAFAYETTE LA)
AL
07/10/2002 - 08/09/2005
PROEQUITIES, INC. (BIRMINGHAM AL)
TN
04/12/2001 - 05/06/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
06/25/1997 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
IL
12/24/1996 - 06/10/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
VA
06/27/1990 - 03/11/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/22/1986 - 01/09/1987
THE STUART-JAMES COMPANY, INC.
BC
Issued 04/19/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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