Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisette? Claim Your ProfileLisette Vizcarrondo perez is a financial advisor with Ameriprise Financial Services, LLC. Lisette is based in Orlando, Florida and has been in the financial industry since 2010. Lisette holds licenses in Florida, Puerto Rico, and Texas. Prior to joining Ameriprise Financial Services, LLC, Lisette worked for Popular Securities, LLC, Citi International Financial Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Santander Securities. Lisette has a wide range of experience in the financial industry and is able to provide advice and services to a variety of clients, including individuals, families, businesses, and institutions.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
04/23/2021 - Present
Ameriprise Financial Services, LLC (Winter Park FL)
PR
05/23/2017 - 05/31/2019
POPULAR SECURITIES, LLC (SAN JUAN PR)
PR
01/22/2015 - 12/22/2016
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
08/30/2011 - 01/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GUAYNABO PR)
MA
08/19/2008 - 08/26/2011
SANTANDER SECURITIES (BOSTON MA)
BOTH
Issued 10/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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