Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Adamonis Pile is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lisa has been working in the financial industry since August 12, 2013 and holds a Series 66, Series 7 and Series 9 license. Lisa has worked for several firms in the past, including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, LPL FINANCIAL LLC and RAYMOND JAMES FINANCIAL SERVICES, INC. Lisa is registered to provide financial services in many states, including Virginia, Texas and others.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
04/15/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT NEWS VA)
VA
03/08/2018 - 04/13/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (RICHMOND VA)
VA
04/21/2015 - 02/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSBURG VA)
VA
10/21/2014 - 04/17/2015
LPL FINANCIAL LLC (NEWPORT NEWS VA)
VA
07/17/2013 - 10/06/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWPORT NEWS VA)
BOTH
Issued 10/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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