Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Vukelich is a financial advisor with J.p. Morgan Securities LLC. Lisa has been in the industry since 1989 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Lisa is licensed to provide investment advice in all 50 states and holds Series 7, 63, and 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
10/01/2008 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
IL
07/11/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
08/30/2006 - 06/09/2008
BEAR, STEARNS & CO. INC. (CHICAGO IL)
IL
03/17/2006 - 09/05/2006
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
01/16/2006 - 03/21/2006
UBS SECURITIES LLC (NEW YORK NY)
NJ
06/10/1999 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
07/14/1994 - 03/17/1998
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
09/27/1993 - 08/05/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
06/26/1990 - 09/28/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
04/12/1989 - 06/05/1990
R.W. SMITH & ASSOCIATES, INC. (JERSEY CITY NJ)
NA
05/27/1988 - 04/21/1989
GILFORD SECURITIES INCORPORATED
NA
07/21/1987 - 12/12/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 05/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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