Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Konrad is a financial advisor with over 20 years of experience in the industry. Lisa has worked at several well-known financial institutions, including Rothschild Inc., Lehman Brothers Inc., Barclays Capital Inc., and Citadel Securities LLC. Lisa is currently a registered representative with Seaport Global Securities LLC, a firm that provides a range of investment banking and financial services. Lisa is licensed to sell securities in all 50 states and the District of Columbia.
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
FL
04/09/2012 - Present
Seaport Global Securities LLC (WEST PALM BEACH FL)
NY
12/15/2009 - 02/03/2011
CITADEL SECURITIES LLC (NEW YORK NY)
NY
09/22/2008 - 08/12/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/08/2000 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/01/1998 - 04/26/2000
ROTHSCHILD INC. (NEW YORK NY)
NJ
12/19/1996 - 04/01/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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