Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Volpari is a financial advisor at Stifel, Nicolaus & Company, Inc. Lisa has been working in the financial industry since 1994 and holds several licenses, including Series 6, 7, and 63 licenses. She is also a registered investment advisor in Michigan and Texas. Lisa specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Lisa has a broad range of experience and expertise, and is committed to providing her clients with the highest level of personalized service.
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.
1
2
MI
03/31/2020 - Present
Stifel, Nicolaus & Company, Inc. (GROSSE POINTE MI)
MI
09/27/2000 - 01/22/2007
MCDONALD INVESTMENTS INC. (GROSSE POINTE WOODS MI)
FL
06/16/1998 - 10/09/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
06/19/1995 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
CA
10/13/1994 - 05/31/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 09/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lisa Volpari is the right advisor for you? Invested Better is here to help.
