Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Oloughlin is a financial professional with over 20 years of experience in the industry. Lisa has been registered with FINRA since June 25, 2007 and currently holds Series 6 and SIE licenses. She also holds a Series 63 license. Lisa is currently employed by Empower Financial Services, Inc. Lisa has previously worked at Davinci Capital Management Inc., GWFS Equities, Inc. and NPC Securities, Inc.
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
MA
06/25/2007 - Present
Empower Financial Services, Inc. (ANDOVER MA)
MA
04/13/2006 - 06/01/2007
DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)
CO
12/17/1999 - 04/03/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
06/07/1999 - 12/17/1999
NPC SECURITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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