Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Corcoran is a financial advisor with The Leaders Group, Inc. Lisa has been in the financial industry since 2004. Lisa holds the Series 66, Series 7, Series 24, and SIE licenses. Lisa is registered in Indiana and is currently employed by The Leaders Group, Inc. Lisa previously worked at M HOLDINGS SECURITIES, INC.
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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IN
01/03/2019 - Present
THE Leaders Group, Inc. (Indianapolis IN)
IN
05/19/2004 - 12/31/2018
M HOLDINGS SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 07/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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