Lisa Mahabir (CRD# 6030677) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Fort Mill, SC and has over 11 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Downingtown, PA | Oct 2021 - Current | 2 |
| Citizens Securities Inc. | Media, PA | Jun 2021 - Sep 2021 | < 1 |
| Citizens Bank, N.a | Media, PA | Jun 2021 - Sep 2021 | < 1 |
| Citizens Securities, Inc. | Canton, MA | Feb 2020 - Jun 2021 | 1 |
| Citizens Bank, N.a. | Media, PA | Feb 2020 - Jun 2021 | 1 |
| Trumark Financial Credit Union | Malvern, PA | Jun 2019 - Feb 2020 | < 1 |
| Santander Securities LLC | Media, PA | Sep 2012 - Mar 2019 | 6 |
| Sovereign Bank | Media, PA | May 2007 - Mar 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
| S63 | Uniform Securities State Law Examination | Mar 2013 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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