Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Gerardi is a financial advisor with over 30 years of experience in the industry. Lisa is a registered representative with National Wealth Management Group, LLC and has been with the firm since March 2016. Previously, Lisa was employed by LPL Financial LLC and Ameriprise Financial Services, Inc. Lisa is licensed in several states, including Ohio, Texas, Delaware, and others. Lisa specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Lisa offers various financial services, including hourly consulting, financial planning, and educational seminars. Lisa is a member of the Securities Industry and Financial Markets Association (SIFMA) and holds the Series 7, Series 63, and Series 65 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.
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.
Hourly consulting
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
OH
01/05/2022 - Present
National Wealth Management Group, LLC (CINCINNATI OH)
OH
10/05/2009 - 11/23/2009
AMERIPRISE FINANCIAL SERVICES, INC. (BLUE ASH OH)
OH
01/04/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BLUE ASH OH)
NY
06/23/1993 - 01/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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