Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Alper-lisi is a financial advisor at The Leaders Group, Inc. She is licensed to provide financial advice in several states, including California, Florida, New Jersey, New York, Oregon, South Dakota and Texas. Stephanie has been in the financial industry since 2010 and holds the Series 6, Series 63 and SIE licenses. Her experience includes working with Transamerica Financial Advisors, Inc in St. Petersburg, Florida before joining The Leaders Group, Inc. Stephanie's focus is on providing investment advice to individuals and families.
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
CO
11/03/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CO
10/19/2015 - 11/14/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
04/05/2013 - 10/05/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
05/31/2010 - 04/04/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
BC
Issued 07/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephanie Alper-lisi is the right advisor for you? Invested Better is here to help.
