Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Petronio is a financial advisor with over 10 years of experience in the industry. Lisa is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Lisa is also a registered representative of LPL Financial LLC. Lisa provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
12/07/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (AMHERST NY)
NY
04/01/2019 - 12/12/2019
LPL FINANCIAL LLC (BUFFALO NY)
NY
05/11/2015 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (BUFFALO NY)
NY
09/04/2009 - 04/30/2015
PARK AVENUE SECURITIES LLC (BUFFALO NY)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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