Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Donovan is a financial advisor with LPL Financial LLC. Lisa has been in the financial services industry since October 4, 1993. She is licensed in Connecticut, Maryland, New Jersey, New York and Pennsylvania. Previously, Lisa worked at Boenning & Scattergood, Inc., First Union Securities, Inc. and First Union Capital Markets Corp. Lisa holds Series 4, 7, 63 and SIE licenses and specializes in offering a range of services to individuals, businesses, investment clubs and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
02/01/2023 - Present
LPL Financial LLC (WEST CONSHOHOCKEN PA)
PA
10/16/2000 - 02/08/2023
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
MO
10/01/1999 - 11/30/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/05/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 01/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1994
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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