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 Murray is an investment advisor representative with Osaic Wealth, Inc. She is a licensed advisor in Alabama, Colorado, Florida, Indiana, Kentucky, Maryland, New York, North Carolina, Ohio, Tennessee, Texas, and West Virginia. Lisa is a registered representative for Osaic Wealth, Inc. and has been in the industry for over 20 years. Lisa has passed the Series 6, Series 7, and Series 66 examinations. Lisa has experience working with clients of all sizes, including individuals, families, businesses, and institutions. She offers a wide range of financial services, including financial planning, portfolio management, and retirement planning.
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
IN
10/04/2023 - Present
Osaic Wealth, Inc. (Batesville IN)
IN
04/22/2016 - 10/10/2023
LPL FINANCIAL LLC (BATESVILLE IN)
IN
02/07/2005 - 05/02/2016
FIFTH THIRD SECURITIES, INC. (LAWRENCEBURG IN)
NJ
06/23/2003 - 12/03/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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