Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Haines is a financial professional with over 10 years of experience in the industry. Currently, Lisa Haines works at J.p. Morgan Securities LLC. Previously, Lisa Haines has worked at J.P. MORGAN CLEARING CORP. Lisa Haines has earned the Series 99 and SIE licenses and specializes in 1, 2, 4, 5, and 6.
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
NY
02/15/2013 - Present
J.p. Morgan Securities LLC (New York NY)
NY
02/18/2016 - 06/03/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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