Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kavanagh is a financial professional with over 6 years of experience in the industry. Currently, Lisa is registered with J.p. Morgan Securities LLC as a registered representative. Previously, Lisa worked at J.P. MORGAN CLEARING CORP. Lisa holds the Series 99 and SIE licenses and is a specialist in several areas including: securities, mutual funds, investment advisory services, insurance, and variable products.
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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TX
02/11/2016 - Present
J.p. Morgan Securities LLC (Plano TX)
NY
08/14/2014 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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