Lisa L. Santos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Financial Planner in Schenectady, NY
Address:78 Ash Tree Ln
Schenectady, NY 12309
About Lisa L. Santos
Lisa Santos is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Schenectady, New York. Lisa Santos holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, 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 Santos 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 Santos78 Ash Tree Ln
Schenectady, NY 12309
Phone Number:
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Website:
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