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Lisa Cannistraci

Nationwide Securities, LLC

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About Lisa Cannistraci

Lisa Cannistraci is a financial professional with over 5 years of experience in the industry. Lisa is currently registered with Nationwide Securities, LLC in Ohio. Prior to joining Nationwide Securities, LLC, Lisa worked at J.P. Morgan Securities LLC. Lisa holds the Series 66, Series 10, Series 9, Series 99TO, SIE, and Series 7 licenses. Lisa is also registered with the state of Ohio.

Firm Information

Lisa Cannistraci is currently registered with Nationwide Securities, LLC. Nationwide Securities, LLC is a Limited Liability Company that was formed in October 2007 and is headquartered in Columbus, OH. The firm is registered with the SEC and is licensed to operate in all 50 states and the District of Columbia. Nationwide Securities offers financial planning, selection of other advisors, and portfolio management for individuals. They have a total of 52 registered representatives, 26 of whom are Investment Adviser Representatives. The firm has reported 10 regulatory events and 3 arbitrations.
Nationwide Securities, LLC

10 WEST NATIONWIDE BLVD

COLUMBUS, OH 43215

Not reported

Assets Under Management

79

Total Clients

39

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Cannistraci’s Registration & Firm History

PA

12/02/2023 - Present

Nationwide Securities, LLC (Mount Joy PA)

OH

12/20/2017 - 10/31/2023

J.P. MORGAN SECURITIES LLC (Westerville OH)

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Licenses & Designations

BOTH

Issued 05/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/17/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Cannistraci.
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