Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wise is a financial professional with over 26 years of experience in the financial services industry. Currently, Lisa is a registered representative with Osaic Wealth, Inc. in Wakefield, Massachusetts. Lisa is a Series 6 and Series 63 licensed representative. Lisa has previously held positions at TRIAD ADVISORS LLC, INDEPENDENT FINANCIAL GROUP, LLC, NATIONAL PLANNING CORPORATION, and SECURITIES AMERICA, INC.. Lisa has a wide range of experience working with individuals, businesses, and retirement plans. Lisa's areas of expertise include financial planning, portfolio management, and investment advisory services.
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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2
MA
08/23/2024 - Present
Osaic Wealth, Inc. (Wakefield MA)
MA
07/19/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wakefield MA)
MA
11/02/2017 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (Wakefield MA)
MA
10/02/2007 - 11/10/2017
NATIONAL PLANNING CORPORATION (WAKEFIELD MA)
MA
06/09/1997 - 10/08/2007
SECURITIES AMERICA, INC. (WAKEFIELD MA)
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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