Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ann D'amelio is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lisa Ann D'amelio has been in the securities industry since November 2, 1997. Lisa Ann D'amelio is a registered representative in Connecticut, Pennsylvania and Texas. Lisa Ann D'amelio has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since April 29, 2016. Prior to that, Lisa Ann D'amelio was registered with MORGAN STANLEY. Lisa Ann D'amelio specializes in providing securities advice and investment services to individuals, corporations and businesses, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities and high-net-worth individuals.
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
PA
04/29/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (YARDLEY PA)
MA
06/01/2009 - 05/13/2016
MORGAN STANLEY (BOSTON MA)
MA
01/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
11/03/1997 - 01/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 01/15/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1997
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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