Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Wexler Maass is a registered representative with Citizens JMP Securities, LLC. Lisa is a licensed Securities Agent in Massachusetts. Lisa has held previous registrations with Citizens Capital Markets and is a Series 63, Series 79 and SIE exam holder.
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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MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
04/23/2018 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
BC
Issued 05/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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FINRA
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