Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Christine Deporzio is a registered investment advisor representative and has been in the financial services industry since 1997. Lisa is currently registered with GWN Securities Inc. Lisa Deporzio is registered to offer investment advisory services in Pennsylvania and Florida. Lisa also has a Series 6 and Series 63 license. In addition to her work with GWN Securities Inc., Lisa Deporzio also has a number of other business activities. Lisa is the officer of Reeping Enterprises, a handyman services business owned by her and her husband. Lisa is also the officer of Kades Margolis Corporation, a financial professional business that is investment related.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
01/17/2007 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
01/02/2004 - 03/11/2004
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IL
07/12/2001 - 12/31/2003
PMG SECURITIES CORPORATION (ELGIN IL)
AZ
02/03/1997 - 07/16/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
02/03/1997 - 02/03/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 01/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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