Lisa Szalankiewicz is a registered investment advisor, based in Totowa, NJ, with 24 years of industry experience.
Location
785 Totowa Road, Suite 108, Totowa, NJ, 07512
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lisa acts in plays, commercials, or TV. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
July 2015 - Present · 10 yrs 10 mos
Cetera Investment Advisers LLC
July 2015 - Present · 10 yrs 10 mos
Cetera Investment Services LLC
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - July 2015 · 6 yrs 6 mos
Raymond James Financial Services
June 2003 - January 2009 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 2003 - July 2015 · 12 yrs 1 mo
Greater Community Financial, L.L.C.Broker
May 2003 - June 2003 · 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
September 2002 - February 2003 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2001 - February 2003 · 1 yr 5 mos
State Registrations12 states
CACTDEFLILLAMANJNYPASCVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.