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 Monson is a financial professional registered in Connecticut. Lisa has been working in the financial industry since 2007 and is currently associated with Empower Financial Services, Inc. Lisa is a Series 7 and Series 63 licensed professional. She holds the SIE designation. Previously, Lisa was associated with MML Distributors, LLC and MML Investors Services, LLC.
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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2
CO
01/04/2021 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CT
05/01/2014 - 01/04/2021
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
09/12/2007 - 05/01/2014
MML INVESTORS SERVICES, LLC (ENFIELD CT)
BC
Issued 11/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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