Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Davenport is a financial advisor with Neuberger Berman BD LLC. Lisa is a Chartered Financial Analyst and has been in the industry since 2011. She has been registered with Neuberger Berman BD LLC since 2019 and previously worked with Calamos Financial Services LLC. Lisa has Series 63, Series 7, and SIE licenses. She has 2 registrations in Illinois and 2 registrations in 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.
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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.
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2
IL
03/18/2024 - Present
Neuberger Berman BD LLC (CHICAGO IL)
IL
05/20/2019 - 06/19/2020
NEUBERGER BERMAN BD LLC (CHICAGO IL)
IL
07/10/2015 - 07/27/2017
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BC
Issued 03/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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