Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bingaman is a financial advisor with over 12 years of experience in the industry. Lisa currently works at Morgan Stanley and is registered in Georgia as both a broker-dealer and an investment advisor. Lisa has previously held positions at Nationwide Securities, LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, Securities Research, Inc., and Ameriprise Financial Services, Inc. Lisa has a broad range of experience, including providing financial planning, pension consulting, and portfolio management for individuals and businesses. Lisa also offers educational seminars and helps clients select other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
06/15/2022 - Present
Morgan Stanley (Forsyth GA)
OH
06/21/2021 - 05/19/2022
NATIONWIDE SECURITIES, LLC (Columbus OH)
GA
06/06/2018 - 06/09/2021
WELLS FARGO CLEARING SERVICES, LLC (MACON GA)
GA
04/29/2013 - 03/07/2018
WELLS FARGO CLEARING SERVICES, LLC (GRIFFIN GA)
FL
12/22/2010 - 09/07/2012
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
07/28/2009 - 12/22/2010
SECURITIES RESEARCH, INC. (TAMARAC FL)
MN
01/07/2008 - 04/28/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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