Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Palmisano is a financial advisor currently affiliated with Osaic Wealth, Inc., where she has been registered since January 2025. Lisa is a Series 63 and 65 licensed advisor and has over 25 years of experience in the financial services industry. She is also a Series 7 licensed representative and holds the SIE exam. Prior to joining Osaic Wealth, Inc., Lisa was affiliated with several firms, including The Lincoln National Life Insurance Company and Morgan Keegan & Company, Inc. Lisa's previous roles have provided her with broad experience in various aspects of financial services, including investment advisory and insurance sales. Lisa's expertise extends beyond investment management, as she also holds a license to sell traditional life insurance and long-term care insurance. Lisa provides financial advice to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
01/24/2025 - Present
Osaic Wealth, Inc. (PROSPECT KY)
IN
08/09/2004 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TN
04/16/1997 - 08/06/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
11/01/1994 - 04/24/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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