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 Lipusch is a financial professional with over 27 years of experience in the industry. Lisa is currently registered with Mutual of America Securities LLC and has been with the firm since March 20, 2007. She has a Series 6, Series 63, Series 99 and SIE license, and has held previous registrations with Mutual of America Life Insurance Company. Lisa has been registered in the state of Wisconsin since May 25, 2007 and is also currently registered in 6 other states.
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.
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.
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WI
03/20/2007 - Present
Mutual OF America Securities LLC (MILWAUKEE WI)
WI
02/24/1995 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (MILWAUKEE WI)
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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