Lisa J. Rabatin,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa J. Rabatin, CFP®

Vice President - CFP

Simmons Investment Services

201 Carnahan Drive
Maumelle, AR 72113
(501) 907-2285

General

Lisa Rabatin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Simmons Investment Services in Maumelle, AR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources