Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa M. Jones is a financial advisor with Amundi Distributor US, Inc. based in Boston, MA. Lisa has over 30 years of experience in the financial services industry. Lisa has a broad range of experience, including working with Morgan Stanley, Eaton Vance Distributors, Inc., and MFS Fund Distributors, Inc. Lisa is a registered representative with FINRA and holds Series 7, 24, 26, 39, and 63 licenses. Lisa is also a registered investment advisor representative.
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
MA
08/11/2014 - Present
Amundi Distributor US, Inc. (BOSTON MA)
NY
07/06/2010 - 10/14/2013
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
07/06/2010 - 10/05/2011
MORGAN STANLEY DISTRIBUTORS INC. (NEW YORK NY)
NY
07/06/2010 - 05/26/2011
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
MA
06/30/2005 - 05/21/2010
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
12/16/1993 - 09/07/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NA
03/13/1994 - 12/31/1994
MFS FINANCIAL SERVICES, INC.
MA
05/24/1988 - 12/31/1994
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
NY
05/14/1988 - 05/21/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/22/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
BC
Issued 12/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2004
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 11/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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