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Lisa Marie Mursu

Calamos Advisors LLC

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About Lisa Marie Mursu

Lisa Mursu is a registered investment advisor representative with Calamos Advisors LLC. Lisa is licensed in Illinois, and has been in the industry since 1997. Lisa has experience in investment management for individuals, businesses, investment companies and pooled investment vehicles. Lisa has been with Calamos Financial Services LLC since 2011 and with Calamos Wealth Management LLC since 2011. Prior to that, Lisa worked at MTL Equity Products, Inc. and Oberweis Securities, Inc. Lisa holds the Series 7, Series 24, Series 53 and Series 66 licenses.

Firm Information

Lisa Mursu is currently registered with Calamos Advisors LLC. Calamos Advisors LLC is a leading investment management firm headquartered in Naperville, Illinois. The firm provides portfolio management services to a wide range of clients, including individuals, corporations, institutions, and pooled investment vehicles. Calamos Advisors LLC has over $33 billion in assets under management and has a team of experienced investment professionals. The firm's investment strategies are focused on delivering long-term value to its clients through a variety of investment products, including mutual funds, ETFs, and separately managed accounts.
Calamos Advisors LLC

2020 CALAMOS COURT

NAPERVILLE, IL 60563-2787

$33.72B

Assets Under Management

15

Total Clients

28

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lisa Mursu’s Registration & Firm History

IL

11/13/2019 - Present

Calamos Advisors LLC (NAPERVILLE IL)

IL

11/12/2002 - 11/17/2011

MTL EQUITY PRODUCTS, INC. (OAK BROOK IL)

IL

06/13/1997 - 11/11/2002

OBERWEIS SECURITIES, INC. (LISLE IL)

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Licenses & Designations

BOTH

Issued 06/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/24/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/27/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Mursu.
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