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Lisa Morello

Nylife Securities LLC

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About Lisa Morello

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.

Firm Information

Lisa Morello is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Lisa Morello’s Registration & Firm History

PA

06/14/2021 - Present

Nylife Securities LLC (HORSHAM PA)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Morello.
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