Lisa R. Carbajal
Ubs Financial Services Inc.
Financial Planner in Concord, CA
Address:1505 Monument Blvd
Concord, CA 94520
About Lisa R. Carbajal
Lisa Carbajal is a financial professional at Ubs Financial Services Inc. located in Concord, California. Lisa Carbajal holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lisa Carbajal provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lisa Carbajal1505 Monument Blvd
Concord, CA 94520
Phone Number:
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Website:
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