Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Luciano is a financial professional with over 25 years of experience in the industry. She is currently a Registered Representative at Morgan Stanley. Lisa is a Certified Financial Planner and has held positions at other firms, including Raymond James Financial Services and UBS Financial Services. Her expertise includes various investment services, and Lisa is dedicated to providing personalized financial advice to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/19/2024 - Present
Morgan Stanley (Atlanta GA)
GA
04/23/2004 - 12/31/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (ATLANTA GA)
NJ
08/07/1998 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/05/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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