Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Crotty is a financial professional with over 15 years of experience in the financial services industry. Lisa has a strong background in investment banking and securities trading, having held positions at Credit Suisse Securities (USA) LLC and Evercore Group LLC. Lisa holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Lisa is registered with FINRA and is licensed to conduct business in numerous states across the country.
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
03/16/2022 - Present
Evercore Group LLC (NEW YORK NY)
NY
04/12/2010 - 04/05/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/20/2006 - 02/24/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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