Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Quadrini is a financial advisor at Brandywine Oak Private Wealth LLC, a firm based in Kennett Square, PA. Lisa has been in the financial industry for over 20 years. She has a strong background in financial planning and portfolio management. Lisa has also been recognized with the Certified Financial Planner designation. Lisa is committed to helping clients achieve their financial goals. She provides a wide range of services, including financial planning, portfolio management, and investment advisory services. She is also a trustee for her mother's trust. Lisa is registered with the state of Pennsylvania and South Carolina.
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.
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.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/12/2021 - Present
Brandywine OAK Private Wealth LLC (KENNETT SQUARE PA)
SC
02/26/2016 - 04/15/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
DE
09/30/2008 - 03/07/2016
UBS FINANCIAL SERVICES INC. (GREENVILLE DE)
DE
06/22/1999 - 10/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
NY
08/17/1998 - 04/30/1999
MELLON FINANCIAL MARKETS, INC. (NEW YORK NY)
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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