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 Kelly has been in the financial services industry since 2004. Lisa is currently a registered representative with Planmember Securities Corp. where Lisa has been registered since July 2020. Before joining Planmember Securities Corp., Lisa was a registered representative with VOYA FINANCIAL ADVISORS, INC. from January 2007 to April 2020 and PRUCO SECURITIES, LLC. from January 2004 to January 2007. Lisa is also the owner of LakeShore Financial Advisory LLC and a part-owner of Great Lake Financial Management Group LLC. Lisa has her Series 7, Series 66, and Series 65 licenses and is registered to offer securities in Michigan, New York, Ohio, and Pennsylvania.
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.
Provides investment supervisory services
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.
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MI
07/14/2020 - Present
Planmember Securities Corp. (Grandville MI)
MI
01/10/2007 - 04/07/2020
VOYA FINANCIAL ADVISORS, INC. (SPRING LAKE MI)
MI
01/28/2004 - 01/03/2007
PRUCO SECURITIES, LLC. (GRAND HAVEN MI)
IA
Issued 06/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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