Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Krall is a financial advisor with Osaic Wealth, Inc. working out of the Greensburg, PA office. Lisa has been a registered advisor since 2005. Lisa earned the Series 63, Series 65, Series 7, and Series 24 licenses and has a Certified Financial Planner designation. Lisa has extensive experience in the financial industry working for Sagepoint Financial, Inc. and Northwestern Mutual Investment Services, LLC in the past. Lisa has worked with a diverse group of clients, including individuals, businesses, and institutions.
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.
1
2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (GREENSBURG PA)
PA
06/04/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GREENSBURG PA)
PA
03/28/2005 - 01/16/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
IA
Issued 07/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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