Unclaimed
Lisa MacArelli is a financial advisor with Kovack Securities Inc. Lisa has been in the securities industry since December 2005. She is registered with the state of New York and Massachusetts. Lisa holds the Series 63, Series 7 and SIE licenses. Lisa previously worked for IFS Securities, Raymond James Financial Services, Inc., Raymond James & Associates, Inc., and Citigroup Global Markets Inc.
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.
1
2
NY
09/16/2019 - Present
Kovack Securities Inc. (Saratoga Springs NY)
NY
04/29/2016 - 09/16/2019
IFS SECURITIES (Saratoga Springs NY)
NY
09/13/2007 - 05/09/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (SARATOGA SPRINGS NY)
FL
12/14/2005 - 08/01/2007
RAYMOND JAMES & ASSOCIATES, INC. (TALLAHASSEE FL)
NY
06/14/2005 - 10/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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