Lisa Aldrete

Lisa Aldrete

RELATIONSHIP MANAGER

Lisa has over 25 years experience in the financial industry. She holds a Series 7 registration and oversees client services and assists seven brokers by reviewing and processing all investment applications and forms. Lisa is in charge of portfolio income distributions, IRA distributions, processing charitable donations of stock, gifts, re-registration and preparing client reports.

Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.