Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Pagano is a financial advisor with over 20 years of experience in the industry. Lisa currently works for MML Investors Services, LLC. Lisa has a wide range of experience in the financial services industry, including working with clients in pension and profit sharing plans, corporations and other businesses, high net worth individuals, and individuals other than high net worth. Previously, Lisa worked for MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Lisa holds Series 7, 24, and 63 licenses, as well as the SIE designation.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (EAST HILLS NY)
NY
03/22/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST HILLS NY)
NY
09/23/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ROSLYN NY)
MA
12/09/2003 - 12/19/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/09/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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