Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Curry is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Lisa has been in the industry since 2005 and is licensed in both Louisiana and Texas. Lisa has experience working with individuals, businesses, pension plans, and charitable organizations. Prior to joining Merrill Lynch, Lisa has worked with Raymond James & Associates, Inc. and Morgan Keegan & Company, Inc. Lisa specializes in providing financial planning, portfolio management, and other investment related services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
LA
05/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHREVEPORT LA)
LA
02/13/2013 - 11/13/2023
RAYMOND JAMES & ASSOCIATES, INC. (SHREVEPORT LA)
LA
05/11/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SHREVEPORT LA)
NY
08/29/2005 - 05/30/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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