Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Loughry is a financial professional with over 10 years of experience in the financial services industry. Lisa is currently registered with Mutual of America Securities LLC and has been with the firm since January 2015. Prior to joining Mutual of America Securities LLC, Lisa worked with Mutual of America Life Insurance Company, Nationwide Securities, LLC and FirstMerit Financial Services, Inc. Lisa has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
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.
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OH
01/05/2015 - Present
Mutual OF America Securities LLC (AKRON OH)
OH
01/05/2015 - 11/16/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
04/25/2012 - 12/23/2014
NATIONWIDE SECURITIES, LLC (KENT OH)
OH
02/02/2012 - 03/07/2012
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
BC
Issued 09/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/04/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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