Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Somers is a financial advisor with over 30 years of experience in the financial services industry. Lisa currently works for Janney Montgomery Scott LLC, where she provides a range of services, including financial planning, portfolio management, and investment management. Lisa has a broad range of experience, having previously worked for Stiefel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., Prudential Securities Incorporated, Dean Witter Reynolds Inc, and E. F. Hutton & Company Inc. Lisa is a registered representative in several states, including North Carolina, Pennsylvania, and Texas.
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.
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.
Fee plus commission
1
2
PA
04/16/2019 - Present
Janney Montgomery Scott LLC (Bethlehem PA)
PA
09/25/2009 - 05/03/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BETHLEHEM TOWNSHIP PA)
PA
07/13/1992 - 09/25/2009
UBS FINANCIAL SERVICES INC. (BETHLEHEM PA)
NY
11/28/1988 - 07/10/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/14/1987 - 11/16/1988
DEAN WITTER REYNOLDS INC.
NA
12/26/1986 - 07/10/1987
E. F. HUTTON & COMPANY INC
IA
Issued 02/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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