Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kasson is an investment advisor representative at Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Lisa has over 13 years of experience in the financial industry. Lisa has been registered with the state of Florida since 2010. She specializes in working with high-net-worth individuals, corporations, and other businesses. Lisa also provides financial planning and pension consulting services. She holds a Series 7, Series 66, and SIE license.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/12/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/12/2017 - 06/12/2024
MORGAN STANLEY (Tampa FL)
FL
07/31/2014 - 09/18/2017
UBS FINANCIAL SERVICES INC. (TAMPA FL)
WI
10/24/2012 - 07/31/2014
SII INVESTMENTS, INC. (APPLETON WI)
FL
07/10/2012 - 07/31/2014
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
04/29/2011 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
03/22/2010 - 03/10/2011
MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)
BOTH
Issued 06/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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