Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kohut is a financial professional with over 20 years of experience in the industry. Lisa is a Certified Financial Planner™ and holds Series 7, 24, 63, and 66 licenses. Lisa is currently registered with Citigroup Global Markets Inc. and has previously held positions at Wachovia Securities, LLC and CitiCorp Investment Services. Lisa specializes in providing financial advice to individuals, businesses, pension and profit-sharing plans, and charitable organizations. Lisa has experience working with clients in several states, including Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Maryland, Nevada, New Jersey, New Mexico, New York, Pennsylvania, Texas, Utah, and Virginia.
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.
Asset allocation advice
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.
1
2
PA
05/15/2017 - Present
Citigroup Global Markets Inc. (PHILADELPHIA PA)
MO
06/08/2005 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/07/2001 - 04/27/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 06/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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