Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Robins Wilson is a financial advisor with over 20 years of experience in the industry. Currently, Lisa is a registered representative with Raymond James & Associates, Inc. and is located in the Jackson, MS branch office. Previously, Lisa worked at MORGAN KEEGAN & COMPANY, INC. in Jackson, MS and MML INVESTORS SERVICES, INC. in Springfield, MA. Lisa holds Series 6, 7, and 63 licenses. Lisa offers portfolio management services to a wide range of clients including individuals, corporations, and pension and profit-sharing plans. Lisa is committed to providing her clients with personalized financial advice and guidance.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
02/13/2013 - Present
Raymond James & Associates, Inc. (JACKSON MS)
MS
10/17/2000 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (JACKSON MS)
MA
03/17/2000 - 08/31/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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