Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Coon is a financial advisor with Hightower Securities, LLC in Chicago, IL. Lisa has been in the financial services industry since 2007. Lisa holds the Series 7, Series 63 and SIE licenses. Lisa is registered with the state of Kansas.
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.
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.
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2
IL
01/04/2022 - Present
Hightower Securities, LLC (CHICAGO IL)
KS
09/12/2016 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
06/01/2009 - 09/19/2016
MORGAN STANLEY (WICHITA KS)
KS
11/21/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WICHITA KS)
BC
Issued 06/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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