Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Anderson is a financial advisor at Oppenheimer & Co. Inc. with over 25 years of experience in the industry. Lisa has a strong background in securities, having held previous roles at INTERCAROLINA FINANCIAL SERVICES, INC. and PAINEWEBBER INCORPORATED. Lisa is licensed in several states, including Alabama, Florida, Georgia, Maryland, Missouri, North Carolina, Ohio, and Virginia. Lisa specializes in providing financial advice and portfolio management services to individuals, businesses, corporations, retirement plans, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
08/02/2024 - Present
Oppenheimer & Co. Inc. (GREENSBORO NC)
NC
08/24/2000 - 07/31/2024
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
NJ
08/14/2000 - 09/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/18/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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