Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Imperato is a financial advisor with over 20 years of experience in the industry. She currently works at Osaic Wealth, Inc., a firm that provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. Lisa has been registered with the firm since September 1, 2023. Prior to joining Osaic Wealth, Inc., Lisa worked at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Lisa holds Series 6, Series 63, and SIE licenses and is registered in Florida, New Jersey, and New York. Lisa specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/01/2023 - Present
Osaic Wealth, Inc. (Melville NY)
NY
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Melville NY)
NY
12/08/2003 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MASPETH NY)
BC
Issued 01/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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