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 financial advisor with Eagle Strategies LLC. Lisa has been in the financial industry since 1998 and has experience in a variety of financial products and services. Lisa is a registered representative with FINRA and has passed the Series 7, Series 24, Series 4, Series 52TO, Series 55, Series 57TO, Series 63, and Series 66 exams. Lisa specializes in providing financial planning and investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Lisa is also a registered investment advisor representative in both New Jersey and New York. Lisa has held previous roles with MetLife Securities Inc., New England Securities, Tower Square Securities, Inc., Walnut Street Securities, Inc., Metropolitan Life Insurance Company, Computershare Securities Corporation, CSFBDIRECT, Inc., and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
1
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 7/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/10/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 9/11/1999
Series 4 - Registered Options Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 5/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Ghans is the right advisor for you? Invested Better is here to help.
