Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lolita? Claim Your ProfileLolita Lista is a registered representative with Ameritas Investment Company, LLC and has been in the industry since September 2003. Lolita Lista is currently registered in New York and New Jersey. Lolita Lista also holds the Series 6, Series 26 and Series 63 licenses. Lolita Lista was previously registered with Signator Investors, Inc. and PFS Investments Inc.
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.
1
2
NY
06/05/2012 - Present
Ameritas Investment Company, LLC (Roslyn Heights NY)
NY
09/17/2009 - 09/01/2011
SIGNATOR INVESTORS, INC. (WESTBURY NY)
NJ
09/06/2002 - 06/02/2009
PFS INVESTMENTS INC. (PASSAIC NJ)
BC
Issued 10/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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