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Letizia Flavia Carlisto
Leti Lisella, Letizia Flavia Lisella, Letizia Lisella
CRD#: 6379290
IA
B
NAVIS WEALTH ADVISORS LLCCRD#: 311171 800 WESTCHESTER AVENUE
SUITE 700
RYE BROOK, NY 10573
SUITE 700
RYE BROOK, NY 10573
GREAT POINT CAPITAL LLCCRD#: 114203 800 Westchester Avenue
Suite 700
Rye Brook, NY 10573
Suite 700
Rye Brook, NY 10573
0
Disclosures
6
Years of Experience
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State Registrations
IA
New York 4/16/2021
B
New York 2/23/2024
SRO Registrations
B
B
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IA
Registered with this firm since 4/16/2021
B
Registered with this firm since 2/23/2024
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 06/22/2021 - 02/16/2024 | Rye Brook, NY | |
IA | 12/05/2018 - 04/12/2021 | WHITE PLAINS, NY | |
B | 04/12/2018 - 04/12/2021 | WHITE PLAINS, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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