Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wong is a financial professional with over 17 years of experience in the industry. Lisa is currently registered with Btig, LLC and holds Series 7, Series 63, and SIE licenses. Lisa is registered in 12 states, including Arizona, California, Colorado, Georgia, Illinois, Massachusetts, New Jersey, New York, Oregon, Pennsylvania, Texas, and Washington.
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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2
CA
01/10/2006 - Present
Btig, LLC (Burlingame CA)
BC
Issued 01/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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