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 Hehir is a financial professional with over 40 years of experience in the industry. Lisa has a broad range of experience, having worked at various firms including Securities America, Inc., Investcorp, Inc. and NFP Advisor Services, LLC. Lisa currently works at Osaic Wealth, Inc. as an Investment Advisor Representative. Lisa holds Series 6, 7, and 63 licenses as well as the SIE. Lisa is registered in Alabama, Connecticut, Massachusetts, New Jersey, New York, Pennsylvania and Wyoming. Lisa specializes in providing a variety of financial services to clients including financial planning, pension consulting, and educational seminars. Lisa is committed to providing her clients with the highest level of service and expertise.
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.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
NJ
01/19/2016 - 07/17/2020
INVESTACORP, INC. (CRANFORD NJ)
NJ
05/01/2012 - 12/31/2015
NFP ADVISOR SERVICES, LLC (CRANFORD NJ)
CO
03/15/2011 - 03/07/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
11/30/2007 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
07/01/1997 - 11/15/2007
HARTFORD EQUITY SALES COMPANY INC. (ROCKAWAY NJ)
NY
02/06/1996 - 05/21/1997
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
08/05/1981 - 01/23/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/05/1981 - 01/23/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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