Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Joyce Delisio is a registered investment advisor representative with LPL Financial LLC. Lisa has been in the industry since 1999, and has experience with a variety of financial services firms including PWA Securities, Inc., MBSC Securities Corporation, and J.J.B. Hilliard, W.L. Lyons, Inc. Lisa 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.
Consulting and other non-discretionary advisory services
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.
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2
SC
05/16/2019 - Present
LPL Financial LLC (FORT MILL SC)
PA
05/23/2011 - 07/15/2014
PWA SECURITIES, INC. (PITTSBURGH PA)
NY
01/10/2011 - 04/04/2011
MBSC SECURITIES CORPORATION (NEW YORK NY)
PA
06/08/2010 - 12/06/2010
LPL FINANCIAL CORPORATION (BRIDGEVILLE PA)
PA
08/10/2006 - 03/23/2010
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
PA
01/02/2004 - 08/03/2006
PNC INVESTMENTS (PITTSBURGH PA)
KY
10/10/2002 - 12/31/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
10/10/2001 - 03/27/2002
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
KY
09/14/1999 - 10/09/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 11/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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