Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Abramson has been in the financial industry since 1994. Lisa is currently registered with Stifel, Nicolaus & Company, Inc. and has been associated with the firm since 2007. Previously, Lisa was associated with RYAN BECK & CO., GRUNTAL & CO., L.L.C., LEW LIEBERBAUM & CO., INC., SMITH BARNEY INC., and OPPENHEIMER & CO., INC. Lisa holds a Series 63, Series 65, Series 7, and SIE license. Lisa has been registered in 31 states. Lisa is a commercial real estate investor in addition to her financial services work.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/16/2009 - Present
Stifel, Nicolaus & Company, Inc. (GARDEN CITY NY)
NY
04/29/2002 - 07/10/2007
RYAN BECK & CO. (UNIONDALE NY)
NY
05/21/1996 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
08/25/1994 - 08/13/1996
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NY
03/04/1994 - 08/10/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/01/1994 - 02/23/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 11/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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