Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bono is a financial professional with over 20 years of experience in the financial services industry. Lisa is currently a registered representative with J.p. Morgan Securities LLC. Prior to joining J.p. Morgan Securities LLC, Lisa was a registered representative at First Union Securities, Inc. and First Union Brokerage Services, Inc.. Lisa holds FINRA Series 6, 63, 79, and SIE licenses. Lisa has a demonstrated history of providing financial advice and investment solutions to a diverse clientele. Lisa is committed to providing personalized and comprehensive financial guidance to help clients achieve their financial goals.
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
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2
PA
06/08/2022 - Present
J.p. Morgan Securities LLC (PHILADELPHIA PA)
MO
10/01/2000 - 11/21/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/01/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 08/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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