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Financial Consultant
Portfolio Manager
Digital Assets Trader
Stock Broker
Lisa Ann Wydra

Professional Stock Broker & Investment Advisor

Throughout the course of my career, I have been registered with two prestigious investment firms, passed four brokerage examinations and gotten accreditation with licenses in about fifty-three states in the US. Click on the button below to send a message if you're interested in effectively improving the profit accumulation percentage of your Investment portfolio.

Lisa Ann Wydra

My Premium Services

01/

Investment Adviser

Personal Financial Consulting

03/

Investment Adviser

Family & Welfare Asset Advisory

04/

Lisa Ann Wydra

Premium Financial Consultant & Licensed Stock Broker

15,500

Portfolios Handled

100%

Client Satisfaction

100%

FINRA

SRO Registration

100%

New York Stock Exchange

SRO Registration

100%

Nasdaq Stock Market

SRO Registration

Work Experience

VANGUARD MARKETING CORPORATION
(CRD# 7452)

2005 - Present
(19 years)

Stock Broker

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VANGUARD MARKETING CORPORATION
(CRD# 7452)

1991 - 1992
(1 year)

Stock Broker

Lisa Ann Wydra

Some Clients Reviews

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Trading without guidance in the financial markets is risky & quite unprofitable, I found out the hard way. Luckily enough, I stumbled across Lisa's website and contacted her; within two months, my trading portfolio & investment options started to surprisingly improve after a long streak of losses.

James Fauwind Software Engineer

I got in contact with Lisa Ann through an old family friend, it was a period of financial turmoil for my entire family and I met the perfect person for the Job! She patiently showed me what I was doing wrong and suggested really helpful ways to fix my harmful trading habits.

Maggie PhilipsSchool Teacher

I totally enjoying working with Lisa Ann, She is so down to earth and really knowledgeable about the financial markets. She has been guiding me privately on how to grow my portfolio for over two years now and the results have been simply amazing so far.

Sally JEvent Planner

I found my way to Lisa during the COVID pandemic, I had lost so much trading at home because I had no solid background on the concept of trading & investments. Lisa literally showed me the ropes step by step, and now I can comfortably trade on my own.

Ali FergusonEstate Developer

4.9

Rating

3000+

Client Reviews

Lisa Ann Wydra

My Examinations

Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam

  • Jan 12, 2005
Series 6 - Investment Company Products

General Industry/Products Exam

  • Nov 22, 2005
SIE - Securities Industry Essentials Examination

General Industry/Products Exam

  • Oct 1, 2018
Series 6 - Variable Contracts Representative Examination

General Industry/Products Exam

  • Nov 22, 2005

I can effectively improve the overall financial outlook of your Investment Portfolio!

Contact Me

Let's Discuss how I can assist you

I can help assess your financial status, understand your financial goals and create a tailored financial plan to achieve those goals.

contact@lisaannwydra.com