Service
Financial Consulting
I offer financial consulting services to people in need of some financial planning and restructuring. I’ll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.
Stock Brokerage
I partner with WELLS FARGO CLEARING SERVICES, LLC, INC to give investment advice and offer stock brokerage services to clients trying to be adept in the stock market. I assist my clients with the trading of stocks and also give substantial advice on stocks to trade.
Digital Currency Trading
Apart from Stock Brokerage, I am an Expert Trader in Forex & Cryptocurrency. I do a great deal of research for my clients in order to efficiently advise on the tokens to daytrade with, or invest in for a long period.
About Me
I’ve garnered over 19 years of solid experience working with up to five prestigious investment/ brokerage firms in the United States, accumulating well over 33 state licenses in the process.
I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.
- hello@lisasheedyoviatt.com
Registration History
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
LPL FINANCIAL LLC (CRD#:6413)
MORGAN STANLEY (CRD#:149777)
DREYFUS SERVICE CORPORATION (CRD# 231)
General Industry/Product Exams
State Securities Law Exams
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EXPERIENCE / SKILLS
My expertise spans across a wide range of asset classes, including stocks, bonds, real estate, and alternative investments.
FEEDBACKS
What People Think About Me
Lisa Sheedy Oviatt is dedicated to her clients, always going above and beyond to help them achieve their financial goals with unwavering passion.
With a strong commitment to her clients, Lisa Sheedy Oviatt consistently surpasses expectations and is driven by a deep desire to assist others in reaching their financial objectives.
Lisa Sheedy Oviatt shows a profound dedication to her clients, continually exceeding expectations while passionately working towards helping them attain their financial goals.
Passionate about helping others succeed financially, Lisa Sheedy Oviatt remains fully committed to her clients, regularly surpassing their expectations.