Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Cassidy is an Investment Advisor Representative at CW Advisors, LLC. Lisa has been in the securities industry since 1990. Lisa is registered with the state of Connecticut. Lisa has experience at several firms including First Republic Securities Company, LLC, Watermark Securities, Inc., Fidelity Brokerage Services LLC, Silver Leaf Partners, LLC, UBS Financial Services Inc., Advest, Inc., and Orbitex Funds Distributor, Inc. Lisa's specialties include portfolio management for individuals, businesses, 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.
A percentage of the total value of assets under management is charged.
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2
MA
07/01/2021 - Present
CW Advisors, LLC (BOSTON MA)
CT
08/03/2020 - 06/15/2021
FIRST REPUBLIC SECURITIES COMPANY, LLC (GREENWICH CT)
NY
04/16/2019 - 06/19/2020
WATERMARK SECURITIES, INC. (NEW YORK NY)
CT
10/21/2011 - 07/31/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
NY
05/13/2008 - 02/02/2011
SILVER LEAF PARTNERS, LLC (NEW YORK NY)
CT
01/03/2006 - 11/14/2006
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
04/21/2003 - 03/17/2005
ADVEST, INC. (HARTFORD CT)
CT
03/04/2003 - 04/09/2003
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
NY
03/08/2002 - 12/06/2002
ITG INC. (NEW YORK NY)
CT
10/31/2000 - 02/26/2002
ORBITEX FUNDS DISTRIBUTOR, INC. (STAMFORD CT)
NY
01/29/1994 - 09/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
04/15/1991 - 01/05/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/13/1990 - 02/06/1991
BERKELEY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 09/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/12/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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