Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Loreto has been in the financial services industry for over 39 years, with a focus on providing investment advice. Lisa has a wide range of experience, having worked at firms such as Lehman Brothers Inc., E. F. Hutton & Company Inc, and Citigroup Global Markets Inc. She is currently registered as an Investment Advisor Representative with Morgan Stanley. Lisa's expertise spans a variety of investment products and services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
04/02/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
07/26/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/30/1978 - 09/14/1978
E. F. HUTTON & COMPANY INC
IA
Issued 04/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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