Unclaimed
Lisaanne Teresa Spinosa-walla is a financial advisor with Nylife Securities LLC based in Cleveland, OH. Lisaanne has been in the industry since October 7, 2013. Previously Lisaanne worked with PRUCO Securities, LLC. and Foresters Financial Services, Inc. Lisaanne holds Series 6, 7, 26, SIE and 99TO 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.
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.
1
2
OH
06/23/2022 - Present
Nylife Securities LLC (CLEVELAND OH)
NJ
10/09/2020 - 05/03/2022
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
09/11/2012 - 11/01/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
BC
Issued 04/04/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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