Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Maria Lamb is a financial advisor in Troy, MI. Lisa has been working in the financial services industry since April 1999. Lisa is currently registered with Rehmann Wealth and previously worked at Mutual of America Securities LLC, Nationwide Investment Services Corporation, National Planning Corporation, Fifth Third Securities, Inc., Sigma Financial Corporation, Questar Capital Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lisa is also a Registered Representative, Investment Adviser Representative. Lisa's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Servicing fees from custodians
1
2
MI
07/24/2024 - Present
Rehmann Wealth (TROY MI)
MI
12/13/2021 - 04/09/2024
MUTUAL OF AMERICA SECURITIES LLC (SOUTHFIELD MI)
OH
07/23/2013 - 12/08/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MI
10/14/2010 - 07/19/2013
NATIONAL PLANNING CORPORATION (BLOOMFIELD HILLS MI)
MI
12/17/2009 - 07/09/2010
FIFTH THIRD SECURITIES, INC. (GRAND BLANC MI)
MI
04/08/2008 - 03/23/2009
FIFTH THIRD SECURITIES, INC. (BRIGHTON MI)
MI
03/28/2007 - 04/09/2008
SIGMA FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
MN
10/20/2006 - 03/29/2007
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MI
06/25/2004 - 10/20/2006
SIGMA FINANCIAL CORPORATION (CLARKSTON MI)
NY
06/24/1999 - 06/14/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
09/16/1997 - 12/16/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/24/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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