Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Messier is a financial advisor with Osaic Institutions, Inc. Lisa has been in the financial industry since September 12, 1992 and is registered with the state of Connecticut. Lisa is a Series 6, 7, 24, 63 and SIE licensed advisor. In addition to her role at Osaic Institutions, Inc., Lisa has held positions at ESSEX NATIONAL SECURITIES, LLC, WELLS FARGO ADVISORS, LLC, ING FINANCIAL PARTNERS, INC., and ING FINANCIAL ADVISERS, LLC. Lisa offers financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
10/18/2013 - Present
Osaic Institutions, Inc. (MERIDEN CT)
CT
03/23/2016 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Meriden CT)
MA
11/08/2012 - 10/17/2013
WELLS FARGO ADVISORS, LLC (SPRINGFIELD MA)
CT
02/01/2011 - 03/01/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
10/15/1993 - 03/01/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
01/06/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 01/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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