Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Buono is an investment advisor representative with Girard Advisory Services, LLC. Lisa has been in the industry since 1998. Prior to joining Girard Advisory Services, LLC, Lisa was with Girard Capital, LLC. Lisa is also a registered representative with Girard Advisory Services, LLC and holds several industry licenses, including Series 63, Series 65, and Series 53. Lisa's specializations include investment advisory services, financial planning, and portfolio management.
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.
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2
PA
08/26/2011 - Present
Girard Advisory Services, LLC (KING OF PRUSSIA PA)
PA
05/04/2011 - 08/19/2014
GIRARD CAPITAL, LLC (KING OF PRUSSIA PA)
PA
06/12/2009 - 07/20/2009
CAMELOT INVESTMENT ADVISERS, LTD. (WAYNE PA)
PA
04/22/2003 - 06/18/2007
CAMELOT INVESTMENT ADVISERS, LTD. (WAYNE PA)
ME
12/11/2000 - 10/23/2002
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
ME
07/20/2000 - 10/23/2002
ABN AMRO DISTRIBUTION SERVICES (USA), INC. (PORTLAND ME)
ME
10/22/1999 - 10/23/2002
NORTHERN FUNDS DISTRIBUTORS, LLC (PORTLAND ME)
ME
10/22/1999 - 10/23/2002
OFFIT FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
PA
10/21/1999 - 10/23/2002
BLACKROCK DISTRIBUTORS, INC (KING OF PRUSSIA PA)
PA
10/22/1999 - 01/02/2001
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
NJ
02/02/2000 - 12/31/2000
NAVAID FINANCIAL SERVICES, INC. (HADDONFIELD NJ)
DE
04/02/1999 - 10/02/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
NY
11/11/1996 - 03/19/1999
PROVIDENT ADVISERS, INC. (NEW YORK NY)
PA
01/11/1996 - 01/15/1997
COMPASS DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
PA
01/14/1994 - 12/31/1996
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
NY
11/10/1993 - 01/28/1994
PENNSYLVANIA MERCHANT GROUP LTD. (NEW YORK NY)
IA
Issued 08/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/18/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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