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.
Portfolios Handled
Client Satisfaction
100%
SRO Registration
100%
SRO Registration
100%
SRO Registration
2005 - Present
(19 years)
Stock Broker
1991 - 1992
(1 year)
Stock Broker
Client Reviews
State Securities Law Exam
General Industry/Products Exam
General Industry/Products Exam
General Industry/Products Exam
I can help assess your financial status, understand your financial goals and create a tailored financial plan to achieve those goals.
contact@lisaannwydra.com