Years of Experience
5-20+ Years
PITTSBURGH, PA
40 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Valli-steliotes is a financial advisor with Park Avenue Securities LLC. Lisa has been in the industry since 1984. Lisa has worked for several firms throughout her career, including Guardian Investor Services Corporation, Princor Financial Services Corporation, and Lincoln Financial Advisors Corporation. Lisa specializes in providing financial planning and portfolio management services for individuals. Lisa is registered with the state of Pennsylvania and is also registered with FINRA.
SPECIALIZATIONS
Horsham, PA
36 Years Experience
0 Disclosures
ADVISOR BIO
Lisa McHugh is a financial advisor who has been in the industry since 1987. Lisa is currently registered with Lincoln Investment in Pennsylvania. Lisa has a wide range of experience in financial services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Lisa is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
MONESSEN, PA
23 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Hegyes is a registered investment advisor representative, with a total of 20 years in the financial industry. Lisa is currently employed by Citizens Securities, Inc., based in Johnston, Rhode Island. Lisa holds multiple licenses including Series 6, 7, 63, and 65 and is a licensed advisor in Florida, Pennsylvania, and South Carolina. Lisa has worked for several financial institutions, including PNC Investments and NatCity Investments, Inc. Lisa is a specialist in the areas of mutual funds, variable annuities, and fixed annuities. She provides financial planning and investment advice to individuals and businesses.
SPECIALIZATIONS
CONSHOHOCKEN, PA
9 Years Experience
1 Disclosures
ADVISOR BIO
Lisa Markgraf is a financial advisor who has been working in the industry for over 10 years. Lisa is currently registered with Ameriprise Financial Services, LLC, which has over 12,000 investment advisor representatives working for them nationwide. Previously, Lisa worked for Wells Fargo Clearing Services, LLC. Lisa is registered in 30 states as both a Broker Dealer and as an Investment Advisor.
SPECIALIZATIONS
HORSHAM, PA
22 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Tillison is a financial professional with over 20 years of experience in the industry. Lisa is currently a registered representative with Hornor, Townsend & Kent, LLC, located in Horsham, PA. Lisa holds her Series 6 and SIE licenses. Lisa specializes in providing financial services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. She provides financial planning, portfolio management, and selection of other advisors.
SPECIALIZATIONS
CLARKS SUMMIT, PA
33 Years Experience
0 Disclosures
ADVISOR BIO
Lisa O'Brien is a financial advisor who has been in the industry since 1992. Lisa is registered with Osaic Wealth, Inc. and has a branch office in Clarks Summit, PA. Lisa is also a Certified Financial Planner. Lisa has a broad range of experience in the financial services industry, having worked for several firms, including Advantage Capital Corporation and Dreyfus Financial Services Corporation. Lisa specializes in providing financial planning and investment advice to a wide range of clients, including individuals, businesses, and retirement plans.
SPECIALIZATIONS
LANCASTER, PA
14 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Grayber is a financial advisor with LPL Financial LLC. Lisa is a registered representative in Pennsylvania. Lisa joined LPL Financial LLC on 06/09/2021 and prior to that was with M&T Securities, Inc. Lisa has been in the financial industry since 05/10/2011. Lisa holds Series 6 and 63 securities licenses, and the SIE exam.
SPECIALIZATIONS
Allentown, PA
29 Years Experience
0 Disclosures
ADVISOR BIO
Lisa Marie Rarick is a financial advisor with over 25 years of experience in the industry. Lisa has been registered with Morgan Stanley since 2016. Prior to that, Lisa was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 12 years. Lisa has a wide range of experience in the financial services industry and is committed to providing her clients with personalized financial advice.
SPECIALIZATIONS
Pittsburgh, PA
24 Years Experience
1 Disclosures
ADVISOR BIO
Lisa Brooks is a financial advisor with Ameriprise Financial Services, LLC. Lisa has been working in the financial industry since 2000. Lisa holds a Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Lisa has a strong record of helping individuals and families achieve their financial goals. Lisa is committed to providing her clients with personalized financial advice and investment strategies. Lisa is also an experienced business owner and has a deep understanding of the needs of small business owners. In addition to her work with Ameriprise Financial Services, LLC, Lisa is also involved in the community. Lisa is a member of the Pittsburgh Chamber of Commerce and is active in several local charities.
SPECIALIZATIONS
JOHNSTOWN, PA
17 Years Experience
0 Disclosures
ADVISOR BIO
Lisa M. Lees is a financial advisor with LPL Financial LLC. Lisa has been in the financial services industry since 2007 and is registered in 7 states, including Pennsylvania, Florida, Maryland, and New Jersey. Lisa holds Series 6, 63, and SIE licenses. In addition to providing financial advice, Lisa also specializes in financial planning and portfolio management for both businesses and individuals.
SPECIALIZATIONS
