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 Pellitteri is a registered representative with BNY Mellon Securities Corp. Lisa has been in the financial services industry since 2008. Lisa has a Series 6, Series 7, and Series 63 license. Lisa is registered to conduct business in 52 states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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NY
03/10/2011 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
04/05/1993 - 02/07/1996
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 06/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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