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Lisa Beth Skolnik

SEI Investments Distribution Co.

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About Lisa Beth Skolnik

Lisa Skolnik is a financial professional with over 20 years of experience in the financial services industry. Lisa is currently registered with SEI Investments Distribution Co. Prior to that, Lisa has held positions at firms including PRUCO SECURITIES, LLC., Prudential Annuities Distributors, Inc, Prudential Investment Management Services LLC, The Concord Equity Group, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and PRUCO SECURITIES CORPORATION. Lisa holds Series 6, 63 and 26 licenses.

Firm Information

Lisa Skolnik is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Lisa Skolnik’s Registration & Firm History

PA

08/21/2020 - Present

SEI Investments Distribution Co. (OAKS PA)

NJ

09/29/2005 - 04/20/2020

PRUCO SECURITIES, LLC. (NEWARK NJ)

CT

08/26/2015 - 10/31/2018

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

NJ

08/26/2015 - 10/31/2018

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

04/05/2005 - 07/07/2005

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

NY

03/19/2003 - 03/17/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

08/30/2000 - 05/17/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

03/15/1999 - 06/22/2000

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

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Licenses & Designations

BC

Issued 05/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Beth Skolnik.
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