Lisa M. Watson
Unionbanc Investment Services, Llc
Financial Planner in Simi Valley, CA
Address:1475 E Los Angeles Ave
Simi Valley, CA 93065
About Lisa M. Watson
Lisa Watson is a financial professional at Unionbanc Investment Services, Llc located in Simi Valley, California. Lisa Watson holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S26, S6, S63, S65, S66 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 Watson 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 Watson1475 E Los Angeles Ave
Simi Valley, CA 93065
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near Simi Valley, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.