Stacey Lisi,FPQP

Client Care Coordinator at Capital Financial Solutions - Raleigh, NC, US

Stacey Lisi,FPQP's Colleagues at Capital Financial Solutions
Sean Godwin

Investment Advisor Representative

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David CPWA,CFP,CRPC

Private Wealth Advisor

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Madison Graybill

Business Development Intern

Contact Madison Graybill

Linda Housand

Financial Advisor

Contact Linda Housand

Jacquelyn Esq.

Compliance Operations Associate

Contact Jacquelyn Esq.

Corbin Oliver

Financial Advisor

Contact Corbin Oliver

Nick Pangakis

Financial Advisor

Contact Nick Pangakis

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Stacey Lisi,FPQP's Contact Details
Email (Verified)
***@capfs.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
919-719-0400
Location
Company
Capital Financial Solutions
Stacey Lisi,FPQP's Company Details

Capital Financial Solutions

Raleigh, NC, US • 100 - 249 Employees
Financial Services

Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their financial goals. Headquartered in Raleigh, NC, the firm has offices in Virginia, North Carolina and South Carolina. The firm's reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals. To learn more, visit www.capfs.comSecurities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 201-20181001-475235

Wealth Management* Charitable Planning Financial Planning* Estate Planning Strategies Business Succession Planning Insurance and Risk Management Business Planning Employee Benefits Retirement Planning Wealth Management Financial Planning Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about Capital Financial Solutions
Frequently Asked Questions about Stacey Lisi,FPQP
Stacey Lisi,FPQP currently works for Capitol Financial Solutions.
Stacey Lisi,FPQP's role at Capitol Financial Solutions is Client Care Coordinator.
Stacey Lisi,FPQP's email address is ***@capfs.com. To view Stacey Lisi,FPQP's full email address, please signup to ConnectPlex.
Stacey Lisi,FPQP works in the Financial Services industry.
Stacey Lisi,FPQP's colleagues at Capital Financial Solutions are Sean Godwin, David CPWA,CFP,CRPC, Madison Graybill, Linda Housand, Jacquelyn Esq., Corbin Oliver, Nick Pangakis and others.
Stacey Lisi,FPQP's phone number is 919-719-0400
See more information about Stacey Lisi,FPQP