Unclaimed
Lisa Morello is a financial advisor with Nylife Securities LLC. Lisa holds Series 6TO, SIE, and Series 63 licenses. Lisa has been working in the financial services industry for over 1 year. Lisa has a strong track record of providing financial advice to clients in California, New Jersey, and Pennsylvania. Lisa is committed to providing her clients with personalized financial advice that helps them achieve their financial goals.
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
PA
06/14/2021 - Present
Nylife Securities LLC (HORSHAM PA)
BC
Issued 12/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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