Unclaimed
Lisa Grasso is a financial professional with Fidelity Brokerage Services LLC. Lisa is licensed to provide financial advice in 53 states and the District of Columbia. Lisa holds the Series 7, Series 6, and Series 63 licenses.
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
NH
07/06/2021 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 04/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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