Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Lisi

Curvature Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Lisi

Michael Lisi is a financial advisor with Curvature Securities LLC. Michael has been in the securities industry for over 20 years. Michael has a Series 7, Series 63, Series 99 and SIE licenses. Michael has been registered with Curvature Securities LLC since 2016.

Firm Information

Michael Lisi is currently registered with Curvature Securities LLC. Curvature Securities LLC is a Limited Liability Company formed in 2013. The firm is registered in all 50 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Lisi’s Registration & Firm History

NJ

09/30/2016 - Present

Curvature Securities LLC (Chatham NJ)

NY

05/22/1996 - 04/09/1999

DAIWA SECURITIES AMERICA INC. (NEW YORK NY)

Not sure if Michael Lisi is right for you?

Licenses & Designations

BC

Issued 08/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2016

Series 99 - Operations Professional Examination

BC

Issued 05/21/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Lisi.
Not sure if Michael Lisi is right for you?