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 Gamache is a financial professional with over a decade of experience in the industry. Lisa has a strong background in providing financial advice and investment management services, working with a variety of clients including individuals, families, businesses, and institutions. Lisa currently holds a Series 7, Series 6, Series 63, Series 9, Series 10, and Series 99TO licenses and is registered with Raymond James & Associates, Inc. Lisa has held previous roles at Raymond James Financial Services, Inc., Mutual of America Life Insurance Company, Diversified Investors Securities Corp., and Transamerica Financial Advisors, Inc. Lisa is committed to providing her clients with personalized financial guidance and investment solutions designed to help them achieve 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.
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
02/12/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/24/2016 - 02/14/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
03/14/2011 - 04/08/2016
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
03/09/2010 - 02/24/2011
DIVERSIFIED INVESTORS SECURITIES CORP. (ST. PETERSBURG FL)
FL
11/03/2009 - 02/08/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
BC
Issued 09/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2009
Series 6 - Investment Company Products/Variable Contracts 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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