Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bratt MacBeth is a financial professional with over 20 years of experience in the financial services industry. Lisa currently is an investment advisor representative and registered representative with MML Investors Services, LLC. Lisa has held a number of positions in the industry, including at Park Avenue Securities LLC, Oppenheimer & Co. Inc., and Salomon Smith Barney Inc. Lisa specializes in providing financial planning, portfolio management, and other financial services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
06/30/2022 - Present
MML Investors Services, LLC (Austin TX)
NY
07/19/2021 - 11/05/2021
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
12/06/2017 - 07/01/2021
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/17/2001 - 05/15/2007
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
06/07/2000 - 06/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MD
06/01/1999 - 05/16/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
08/26/1998 - 06/15/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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