Vetrano Financial Services
Lisa M. Zak
Account Support
Professional Background
Lisa has been in the financial services industry since 1986. She spent the first 21 years of her career in the banking industry. In 2007, Lisa was recruited to join our team, initially working as a Financial Representative. More recently, Lisa has taken on the role of Sales Support. We feel her attention to detail makes her the perfect fit.
Educational Background:
University of Arizona – Tucson; Bachelor of Science in Marketing
Series 6 – Investment Company Products/Variable Contracts Registration
Series 63 – Uniform Securities Agent State Law Registration
Series 65 – Uniform Investment Advisor Law Registration
Series 7 – General Securities Representative Registration
Life & Health Licenses
Registration History:
2001-Present; Principal Securities (Lisa's CRD #4338532)
Originally from Nebraska, Lisa's Midwestern roots provided her with the values that she stands behind--hard work, honesty, and integrity.
Lisa is a graduate of the University of Arizona, with a Bachelor of Science degree in Marketing. Lisa lives with her husband, who is a golf professional; her son; and her daughter.
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