Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa McGrath is a financial advisor at Osaic Wealth, Inc. Lisa has been in the financial services industry since 2001. She is a licensed investment advisor representative in Arizona, Florida, and Nebraska and holds the Series 7, 6, 63, 65, and 24 licenses. Lisa specializes in providing financial planning, portfolio management, and educational seminars. She has a strong track record of helping individuals and families reach 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.
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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AZ
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
03/20/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
08/23/2021 - 03/09/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IN
09/12/2019 - 12/31/2020
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NJ
08/25/2016 - 01/29/2018
PRUCO SECURITIES, LLC. (NEWARK NJ)
GA
12/03/2014 - 08/18/2016
THE O.N. EQUITY SALES COMPANY (Milton GA)
GA
01/17/2014 - 11/07/2014
EQUITY SERVICES, INC. (ATLANTA GA)
NJ
04/12/2005 - 01/07/2013
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
07/09/2003 - 05/04/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
TN
01/17/2002 - 12/02/2002
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
09/06/2001 - 12/02/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
01/13/2001 - 06/01/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
05/19/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
MA
05/12/1997 - 04/21/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/12/1997 - 04/21/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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