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Lisa B. Tarshis

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Financial Planner in Boynton Beach, FL

Address:
7405 Forest Park Way
Boynton Beach, FL 33437
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About Lisa B. Tarshis

Lisa Tarshis is a financial professional at Merrill Lynch, Pierce, Fenner & Smith Incorporated located in Boynton Beach, Florida. Lisa Tarshis 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

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Languages

Lisa Tarshis 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 Tarshis
7405 Forest Park Way
Boynton Beach, FL 33437

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Website:

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