Unclaimed
Lisa Huntley Reed is a financial advisor with Neuberger Berman BD LLC. Lisa has been working in the financial industry since 1987. She has a wide range of experience in investment services and is licensed in several states. Lisa is committed to helping her clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/26/2021 - Present
Neuberger Berman BD LLC (LOS ANGELES CA)
NY
06/17/1988 - 09/16/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NA
03/31/1987 - 10/10/1987
MORGAN STANLEY & CO., INCORPORATED
BOTH
Issued 03/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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