AXA Advisors, LLC | Financial Advisor in Syracuse ,NY

120 Madison Street
Suite 1900
Syracuse, NY 13202
Phone: (315) 425-6343

About

Financial services isn?t just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It?s educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle.

As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals?from funding a major purchase or a child's education to living the retirement lifestyle they envision.
I take a comprehensive, education-based approach to addressing the ?at retirement? needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.

7 Years of Experience



General Information
Insurance License#:   LA 1074780
Name of Broker/Dealer:   LPL
States Licensed in:   NY
Number of Years with Current Firm:   7
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Stocks , Mutual Funds , Bonds , Annuities , Insurance
I can meet clients in the following ways:   At your office , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Life , Variable Annuity , Long Term Care , Variable Life
Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25,000
Compensation Methods:   Flat Fee , Based on Assets , Commissions



FAQs

Lisa D Miller CFP

Lisa D Miller CFP

Retirement Planning Specialist, CDFA