Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Parisi is a financial advisor with PNC Investments, a firm that offers investment advisory services to individuals, businesses, and institutions. Lisa has been in the financial services industry since 2003, and has held various positions at several firms including Cetera Investment Services LLC, Santander Securities LLC, LPL Financial LLC, Primevest Financial Services, Inc., Chase Investment Services Corp., and BNY Investment Center Inc. Lisa is registered with the state of New Jersey and holds several industry certifications, including Series 6, 7, 26, 63, and 66. Lisa specializes in portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/31/2015 - Present
PNC Investments (POMPTON PLAINS NJ)
NJ
12/06/2012 - 05/05/2015
CETERA INVESTMENT SERVICES LLC (MENDHAM NJ)
NJ
09/19/2012 - 12/10/2012
SANTANDER SECURITIES LLC (TOWACO NJ)
NJ
04/30/2010 - 09/19/2012
LPL FINANCIAL LLC (BOONTON NJ)
NJ
03/05/2008 - 04/16/2010
PRIMEVEST FINANCIAL SERVICES, INC. (JERSEY CITY NJ)
NJ
10/04/2006 - 07/06/2007
CHASE INVESTMENT SERVICES CORP. (OAKLAND NJ)
NY
04/16/2002 - 10/04/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BOTH
Issued 08/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Parisi is the right advisor for you? Invested Better is here to help.
