Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Michele Monteforte is a financial professional with over 20 years of experience in the industry. Lisa began her career at Joseph Gunnar & Co. LLC in 2001 and later joined National Securities Corporation, where she worked for over 20 years. Currently, Lisa is registered with Ceros Financial Services, Inc. in New York.
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.
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.
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2
NY
07/20/2022 - Present
Ceros Financial Services, Inc. (New York NY)
NY
06/27/2001 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
01/08/2001 - 06/18/2001
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
BC
Issued 01/05/2001
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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