Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bollander is a financial advisor with over 20 years of experience in the industry. She has worked with several prominent financial institutions, including Merrill Lynch, Ameriprise Financial Services, and Chase Investment Services Corp. Lisa is currently a registered representative with Allstate Financial Services, LLC. Lisa holds the Series 63, Series 66, Series 7, and Series 6TO licenses, and is registered in New Jersey and New York.
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.
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2
NJ
08/12/2023 - Present
Allstate Financial Services, LLC (Piscataway NJ)
NJ
09/22/2014 - 05/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (UPPER MONTCLAIR NJ)
NJ
10/19/2007 - 09/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
NY
06/07/2005 - 03/08/2006
BNY INVESTMENT CENTER INC. (NEW YORK NY)
IL
08/22/2001 - 11/02/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
07/07/1999 - 10/04/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
06/19/1998 - 11/09/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
03/05/1998 - 06/26/1998
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 06/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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