Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Aubry is a financial professional with over a decade of experience in the industry. Lisa has held various roles at prominent firms such as Nationwide Investment Services Corporation and J.P. Morgan Institutional Investments Inc. Lisa is currently registered with J.P. Morgan Institutional Investments Inc. in several states, including Illinois, Indiana, Missouri, Ohio, Pennsylvania, and West Virginia.
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.
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2
NY
01/30/2023 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
OH
02/26/2020 - 01/13/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IL
01/03/2011 - 05/08/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
OH
06/12/2009 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 06/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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