Unclaimed
Lisa Morrison is a registered representative with ALT Fund Distributors LLC. Lisa has been in the industry since March 31, 2014. Lisa holds Series 7, SIE, and Series 63 licenses and is registered in Florida and Tennessee. Previously, Lisa was employed by MIDAMERICA FINANCIAL SERVICES, INC., in Joplin, Missouri.
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
NY
01/02/2015 - Present
ALT Fund Distributors LLC (New York NY)
MO
03/31/2014 - 12/31/2014
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
BC
Issued 05/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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