Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Cayer is an active financial advisor with over 20 years of experience in the financial services industry. Lisa is currently registered with Janney Montgomery Scott LLC, where she has been employed since May 2017. Before that, Lisa worked as a financial advisor at Morgan Stanley for eight years and previously at Citigroup Global Markets Inc. Lisa holds the Series 66, Series 7, Series 9, and SIE licenses. Lisa is registered with the state of Connecticut and 34 other states. Lisa specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and pension plans. Lisa has a long history of providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Fee plus commission
1
2
CT
05/16/2017 - Present
Janney Montgomery Scott LLC (Mystic CT)
CT
06/01/2009 - 05/17/2017
MORGAN STANLEY (MYSTIC CT)
CT
08/17/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MYSTIC CT)
BOTH
Issued 11/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lisa Cayer is the right advisor for you? Invested Better is here to help.
