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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Redmon is a financial advisor with Morgan Stanley. Lisa has been in the industry since 1999 and has a strong track record of providing investment advice to individuals, families, and businesses. Lisa is registered to provide investment advice in over 40 states. Lisa holds the Series 6, 7, and 63 licenses as well as the SIE designation. Lisa is dedicated to helping her clients reach their financial goals.
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
MI
06/04/2012 - Present
Morgan Stanley (Rochester MI)
MI
09/19/2000 - 05/22/2007
CITIGROUP GLOBAL MARKETS INC. (CLINTON TOWNSHIP MI)
IL
02/17/1999 - 09/18/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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