Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Duhamel is a financial professional with over 28 years of experience in the industry. Lisa has a Series 6, 7TO, 99TO, 26, 63, and 65 licenses. Lisa is currently registered with Global Atlantic Distributors, LLC in Connecticut. Lisa has previously been registered with Prudential Annuities Distributors, Inc. and Chubb 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.
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.
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2
CT
04/03/2018 - Present
Global Atlantic Distributors, LLC (HARTFORD CT)
CT
07/06/1995 - 07/13/2017
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IN
03/28/1994 - 06/22/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 02/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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