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Lisa Morrow

Ubs Financial Services Inc.

Financial Planner in Simi Valley, CA

Address:
5612 Maricopa Dr
Simi Valley, CA 93063
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About Lisa Morrow

Lisa Morrow is a financial professional at Ubs Financial Services Inc. located in Simi Valley, California. Lisa Morrow holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 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 Morrow 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 Morrow
5612 Maricopa Dr
Simi Valley, CA 93063

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Website:

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