Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Josette Ghans is a registered investment advisor representative with Eagle Strategies LLC, located in New York, NY. Lisa has been in the financial services industry since 1998 and has worked with a variety of firms including MetLife Securities Inc., New England Securities and Walnut Street Securities, Inc. Lisa specializes in financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Lisa is licensed to provide investment advisory services in New Jersey and New York.
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.
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
08/03/2021 - Present
Eagle Strategies LLC (New York NY)
MA
09/12/2003 - 12/28/2015
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/12/2003 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
11/16/2005 - 09/09/2013
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
09/12/2003 - 09/09/2013
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NY
09/10/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
01/02/2003 - 09/05/2003
COMPUTERSHARE SECURITIES CORPORATION (CHICAGO IL)
NJ
05/26/1998 - 04/27/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
NJ
05/30/1996 - 06/11/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 07/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1999
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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