In the event that you've been looking for a Digital Assets (Stock,Forex and Cryptocurrency) Trader, Financial Consultant and Investment guide prepare to be blown away. You've come to the opportuned spot.
I make great and powerful exchanging techniques to help develop customized monetary plans that intend to accomplish the monetary objectives of customers. With an encounter of more than 19 years,
Widely considered patterns in the securities exchange and assembled methodologies around them to assist my customers with improving their portfolio benefit in the monetary business sectors.
I work with clients to develop individualized financial plans for savings, retirement, and investments.
I also work with clients to plan for their futures by offering guidance on topics that include taxes, investments, and insurance decisions.
I execute buy and sell orders for stocks and other securities on behalf of clients in order to gain best profits.
I execute transactions such as the sale of stocks and other investments to market participants in return for a commission based on a flat, percentage, or hourly rate.
It’s hard to evaluate the exact number of cryptocurrencies, especially since new ones are probably being created as we speak, but current estimations stand at nearly a thousand. Let’s make your crypto experience an easy one for you. I carry out proper fundamental and technical analysis on the crypto markets, trade and secure profits.
I make investment recommendations or conducts security analysis in return for a fee.
I ensure that my clients’ transactions are given high priority and that any recommendations made are well tailored to their preferences.
As a professional CPA personnel, I will audit client's portfolio, give advice on taxations. I also carry out staking for clients as a certified Binance CPA.
Our Investment platform gives a 100% degree on security of the clients Equity, making sure to avoid leveraged risk on investment margin. This is made possible by our insurance agreement with Robolife Insurance LLC .
Do you like what you see above? Try not to spare a moment, demand for another venture or reach me and simply say "Hi". We should get directly to business.
2000 - 2000 (> 1 year )
Investment Adviser & Broker
A. G. PARK AVENUE SECURITIES LLC.
2000 - 2002 (2 years)
Investment Adviser & Broker
WACHOVIA SECURITIES, INC.
2002 - 2003 (1 year)
Investment Adviser & Broker
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
2003 - 2004 (1 year)
Investment Adviser & Broker
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
2004 - 2006 (2 years)
Investment Adviser & Broker
TRANSAMERICA FINANCIAL ADVISORS, INC.
2006 - 2017 (11 years)
Investment Adviser & Broker
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
2013 - Present (8 years)
Investment Adviser & Broker
TESLAMINERS LLC.
2017 - Present (4 years)
Investment Adviser & Broker
BRIGHTHOUSE SECURITIES, LLC.
I must say that I am very satisfied with the services provided by Lisa Michelle Pacillas. I am not just treated as a person but as a member. My account officer has been wonderful! Dynamic, caring and always keeping in touch with me. My questions issues are resolved as soon as I make them know to her.
For some people, I'm sure Lisa is just a portfolio manager for their business, but to me she"s a critical part of my success. I will refer more persons to join me in enjoying the best products and services Lisa's team offers
I enjoy every bit of my time with Lisa Michelle Pacillas. She exceeded my expectations in being reliable, consistent, and client-friendly. Relationship Managers also do their best to ensure client satisfaction.
By maria / August 19, 2021
By maria / August 19, 2021
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