Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McConnell is a financial professional with over 6 years of experience in the industry. Lisa is currently registered with Cetera Investment Services LLC in Endicott, NY. Lisa holds Series 6 and Series 63 licenses. She is also a registered representative with the state of Pennsylvania. Lisa's previous experience includes working with Foresters Financial Services, Inc. in Endicott, NY.
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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NY
06/20/2019 - Present
Cetera Investment Services LLC (ENDICOTT NY)
NY
07/24/2013 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (ENDICOTT NY)
BC
Issued 09/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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