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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vilardi is a registered investment advisor representative at World Investment Advisors, LLC. Lisa Vilardi has been working in the financial services industry since August 1999. Lisa Vilardi holds the Series 6, Series 63 and SIE securities licenses and is licensed in 13 states. Lisa Vilardi is a vice president at AssuredPartners Northeast, LLC and a vice president at Assured Partners. Lisa Vilardi provides financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Lisa Vilardi's office is located in White Plains, NY.
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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NY
10/17/2022 - Present
World Investment Advisors, LLC (White Plains NY)
NY
09/03/2013 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (WHITE PLAINS NY)
NY
07/31/2002 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WHITE PLAINS NY)
OH
09/24/1997 - 08/23/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 04/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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