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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisbeth? Claim Your ProfileLisbeth Leigh Stuart is a financial advisor with over 20 years of experience in the industry. Lisbeth is currently registered with Morgan Stanley and is licensed in 39 states. Lisbeth has previously worked with Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lisbeth holds the Series 66, Series 7 and SIE exams. Lisbeth has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Lisbeth is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
03/19/2020 - Present
Morgan Stanley (Wellesley MA)
MA
03/27/2009 - 05/03/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BEVERLY MA)
MA
12/14/1998 - 09/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NY
12/09/1993 - 06/15/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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