Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Granberg is a financial advisor with J.P. Morgan Securities LLC. Lisa has been in the financial industry since 1993 and has held several positions at J.P. Morgan Securities Inc. and Capital Institutional Services, Inc. before joining J.P. Morgan Securities LLC. Lisa's expertise and experience have allowed her to serve a diverse group of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
09/08/2021 - Present
J.p. Morgan Securities LLC (Boston MA)
TX
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (DALLAS TX)
NY
10/01/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
TX
06/12/1997 - 08/12/1998
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
IA
01/03/1994 - 12/11/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
11/23/1992 - 12/31/1993
MEMBERS INVESTMENT SERVICES, INC. (FARMERS BRANCH TX)
BOTH
Issued 08/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2014
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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