LISA P ZARKIN is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with SEQUOIA WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SEQUOIA WEALTH MANAGEMENT, LLC | 2017-05-09 | present | Yes |
| STERLING PORTFOLIO ALLOCATION SERVICE INC | 1999-09-30 | 2002-12-31 | — |
| WATERSTONE FINANCIAL GROUP, INC. | 1998-02-17 | 2009-09-08 | — |
| HERITAGE CAPITAL MANAGEMENT INC | 1998-01-28 | 2006-09-22 | — |