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 Morgan is an Investment Advisor Representative at Janney Montgomery Scott LLC. Lisa has been in the financial services industry since 2002. Lisa has a Series 66, Series 7 and a Securities Industry Essentials Examination. Lisa has experience working with clients of all types, including individuals, corporations, charitable organizations, and pension plans. The advisor is registered in Massachusetts and New Hampshire.
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.
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.
Fee plus commission
1
2
MA
01/10/2024 - Present
Janney Montgomery Scott LLC (DANVERS MA)
MA
12/02/2016 - 08/08/2022
JANNEY MONTGOMERY SCOTT LLC (DANVERS MA)
NH
12/02/2014 - 01/20/2016
AMERIPRISE FINANCIAL SERVICES, INC. (HAMPTON NH)
NH
02/11/2011 - 01/30/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HAMPTON NH)
NH
09/17/2002 - 01/24/2011
AMERIPRISE FINANCIAL SERVICES, INC. (HAMPTON NH)
MN
09/17/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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