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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 May is a financial advisor with D.a. Davidson & Co. based in Denver, CO. Lisa has been in the industry since 2002 and has a wide range of experience in securities and investment advising. Prior to joining D.a. Davidson & Co., Lisa worked at Stifel, Nicolaus & Company, Incorporated, and George K. Baum & Company. Lisa holds the Series 7, 50, 52TO, 53, and 63 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) as well as with all states.
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
CO
08/09/2024 - Present
D.a. Davidson & Co. (DENVER CO)
CO
09/27/2019 - 08/12/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
CO
10/01/2004 - 09/27/2019
GEORGE K. BAUM & COMPANY (DENVER CO)
NY
01/18/2001 - 04/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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