Unclaimed
Lisa Logan has been in the financial services industry since June 29, 2019. Lisa Logan is currently registered with Mutual of America Securities LLC. Prior to joining Mutual of America Securities LLC, Lisa Logan was employed with J.P. Morgan Securities LLC in Cuyahoga Falls, OH. Lisa Logan holds the Series 6, Series 6TO, SIE, and Series 63 licenses. Lisa Logan is currently registered in Michigan and Ohio.
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
OH
09/18/2023 - Present
Mutual OF America Securities LLC (AKRON OH)
OH
05/27/2014 - 08/14/2018
J.P. MORGAN SECURITIES LLC (CUYAHOGA FALLS OH)
BC
Issued 10/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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