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 Gibson is a financial advisor with Morgan Stanley. Lisa has been in the financial industry since 1994. Lisa is registered with FINRA and is licensed to sell securities in 28 states. Lisa is also registered as an Investment Advisor Representative in Texas. Prior to joining Morgan Stanley, Lisa worked at Citigroup Global Markets Inc., UBS Financial Services Inc., Prudential Investment Management Services LLC and PaineWebber Incorporated. Lisa provides portfolio management, financial planning, and asset allocation advice to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
TX
07/03/2009 - Present
Morgan Stanley (Sugar Land TX)
TX
05/27/2009 - 08/18/2010
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
04/25/2001 - 06/03/2009
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
NJ
08/31/1999 - 04/18/2001
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
09/01/1994 - 06/22/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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