Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Risa? Claim Your ProfileRisa Lamontagne has been an active investment professional since November 2002. Risa is currently registered with Morningstar Investment Management LLC, and has been with them since August 2022. Risa has worked for multiple companies in the financial industry, including Sanctuary Securities, Inc., Transamerica Investors Securities Corporation, and Lincoln Financial Advisors Corporation. Risa has also been registered with the Securities and Exchange Commission since September 2000.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Technology licensing fees, percentage of assets under advisement
1
2
FL
01/07/2025 - Present
Morningstar Investment Management LLC (St. Augustine FL)
IN
02/09/2022 - 03/11/2022
SANCTUARY SECURITIES, INC. (INDIANAPOLIS IN)
NY
09/04/2019 - 05/25/2021
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
IL
08/12/2009 - 08/26/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (BARRINGTON HILLS IL)
IL
12/19/2006 - 08/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRYSTAL LAKE IL)
IN
06/13/2003 - 12/11/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/13/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
07/31/2002 - 11/26/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/08/2000 - 07/26/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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