Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Echevarria is a financial professional with over 10 years of experience in the financial services industry. Lisa is registered with the State of North Carolina as a Broker/Dealer and has earned the Series 6, Series 63 and SIE licenses. Lisa currently works as a Financial Advisor for State Farm VP Management Corp. in CLEMMONS, NC.
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.
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.
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NC
01/09/2009 - Present
State Farm VP Management Corp. (CLEMMONS NC)
BC
Issued 03/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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