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Lisa M. Purtell

Morgan Stanley

Financial Planner in Fresno, CA

Address:
5250 N Palm Ave, Ste 321
Fresno, CA 93704
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About Lisa M. Purtell

Lisa Purtell is a financial professional at Morgan Stanley located in Fresno, California. Lisa Purtell holds an industry securities registration subject to FINRA oversight having passed securities examinations including S31, 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 Purtell provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Lisa Purtell
5250 N Palm Ave, Ste 321
Fresno, CA 93704

Phone Number: Click to Show
Website:

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