Unclaimed
Lisa Ann Gillen is a registered representative with Fifth Third Securities, Inc. Lisa has been in the financial services industry since 1998. She is licensed to offer securities in Connecticut, District of Columbia, Massachusetts, Michigan, Ohio and Pennsylvania. Lisa holds Series 7, 24, 63 and 66 licenses, as well as the SIE designation. Lisa specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/14/2005 - Present
Fifth Third Securities, Inc. (CUYAHOGA FALLS OH)
OH
03/05/1998 - 12/15/2001
FIFTH THIRD/MAXUS SECURITIES INC (CLEVELAND OH)
BOTH
Issued 10/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/3/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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