Unclaimed
Andrea Lisher is a financial advisor with over 20 years of experience in the industry. Andrea has held positions at JPMorgan Distribution Services, Inc. and J.P. Morgan Institutional Investments Inc. Andrea is currently a registered representative with J.P. Morgan Institutional Investments Inc., and is licensed to sell securities in 52 states. Andrea holds the Series 3, Series 7, Series 24, and Series 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
01/01/2005 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
01/18/2002 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 01/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrea Lisher is the right advisor for you? Invested Better is here to help.