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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Thompson is a financial advisor with Global Retirement Partners LLC and has been in the industry since August 1997. Lisa is registered with the state of Massachusetts as both a registered representative and an investment advisor. Lisa has been providing financial advice for over 25 years. Lisa's professional experience includes working with MassMutual Life Insurance Company, Epstein Financial Services, MML Investors Services, Inc, LPL Financial, LLC, and Hub International, Inc. Lisa holds Series 6, 7TO, 63, and 65 licenses and has experience providing investment advice to a variety of clients, including individuals, high net worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and high net worth individuals. Global Retirement Partners LLC is a Registered Investment Advisor with offices in San Rafael, California and East Longmeadow, Massachusetts.
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.
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.
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2
CA
05/02/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MA
08/07/2001 - 06/04/2021
MML INVESTORS SERVICES, LLC (East Longmeadow MA)
MA
11/14/1995 - 10/22/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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