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Hello!

I’m Lisa Michelle Pacillas, An Experienced Digital Assets Trader, Investor & Portfolio Manager.

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.

What I Do!

I offer some top notch services

  • 01

    Financial Consultancy

    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.

  • 02

    Stock Brokerage

    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.

  • 03

    Cryptocurrency Trading

    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.

  • 04

    Investment Advisory

    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.

  • 05

    CPA
    (Certified Public Accountant)

    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.

  • 06

    Security on Investments

    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 .

I have attained a recommendable excellence in the investment market throughout my 19 years of experience!!

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Portfolio / Projects

Please, see some of my works

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.

My experiences during passed years

  • 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.

Customers reviews

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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.

Mildred C. Maciel

Market Enthusiast
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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

Norman S. Myers

Investor
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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.

Katherine M. Coleman

Forex Expert
Watch Video | Why you loose money trading
Qualifications

Examinations

Series 66 – Uniform Combined State Law Examination (Aug 30, 2000)
SIE – Securities Industry Essentials Examination (Oct 1, 2018)
 
Series 7 – General Securities Representative Examination (May 17, 2000)
Blog / Journal

Investment Tips and Updates

Contact

Get in touch with me

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Let’s work together on
your next project


Copyright 2011 - Lisa Michelle Pacillas