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 Merz is an investment advisor representative and has been in the industry since March 1998. Lisa is currently registered with Morgan Stanley. Lisa has previously been registered with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Lisa has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and General Securities Representative Examination. Lisa has been registered in numerous states.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
02/09/2012 - Present
Morgan Stanley (Clayton MO)
MO
01/01/2008 - 02/01/2012
WELLS FARGO ADVISORS, LLC (CLAYTON MO)
MO
03/24/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CLAYTON MO)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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