Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marcelli is a financial advisor with Wedbush Securities Inc. Lisa is a certified financial planner. She has been in the securities industry since February 26, 1989. Lisa holds Series 4, 7, 24, 53, 63 and 65 licenses. She is registered to provide financial advice in Alabama, Alaska, Arkansas, California, Florida, Georgia, Hawaii, Illinois, Iowa, Maryland, New Jersey, New York, North Carolina, Ohio, Texas and Virginia. Lisa previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, Inc. and Sanders Morris Harris Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/31/2024 - Present
Wedbush Securities Inc. (HOUSTON TX)
TX
02/05/2003 - 12/14/2012
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
IL
04/03/1993 - 02/05/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
10/26/1990 - 07/13/1992
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
09/07/1990 - 10/26/1990
MBANK CAPITAL MARKETS, INC.
NY
04/26/1988 - 09/25/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/28/1987 - 03/26/1988
H.D. VEST INVESTMENT SECURITIES, INC.
IA
Issued 01/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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