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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Valerio is a financial advisor with Osaic Wealth, Inc. based in Milford, CT. Lisa has been in the financial services industry since 2008. Lisa holds Series 6, 63 and 65 licenses and is registered to offer advisory services in Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee and Vermont. Lisa's experience includes working with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Lisa is a member of the Milford Regional Chamber of Commerce.
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.
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CT
10/16/2017 - Present
Osaic Wealth, Inc. (MILFORD CT)
CT
10/08/2008 - 10/18/2017
NATIONAL PLANNING CORPORATION (MILFORD CT)
IA
Issued 05/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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