Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisete? Claim Your ProfileLisete Maria Bairos is a financial advisor with over 20 years of experience in the industry. Lisete has a wide range of experience in the financial services industry and is currently registered with LPL Financial LLC. Before joining LPL, Lisete was a registered representative for Cambridge Investment Research, Inc., Commonwealth Financial Network, Ogilvie Security Advisors Corporation, Sentinel Securities, Inc., Morgan Stanley DW Inc., and Fidelity Investments Institutional Services Company, Inc. Lisete holds several licenses including Series 7, Series 6, Series 53, and Series 52. Lisete is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial 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.
Consulting and other non-discretionary advisory services
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.
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2
MA
10/27/2023 - Present
LPL Financial LLC (BURLINGTON MA)
MA
09/30/2022 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Burlington MA)
MA
06/27/2012 - 10/03/2022
COMMONWEALTH FINANCIAL NETWORK (Burlington MA)
MA
08/14/2006 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BOSTON MA)
MA
03/17/2005 - 06/05/2006
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
NY
04/04/2000 - 09/21/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
RI
09/04/1997 - 07/01/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 09/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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