Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Paul Lisanke is a financial advisor at Raymond James & Associates, Inc. Vincent Paul Lisanke has been in the industry since January 26, 2009. Vincent Paul Lisanke is licensed to provide financial services in 12 states, including Delaware, District of Columbia, Florida, Illinois, Massachusetts, New Hampshire, New York, Oregon, Rhode Island, Virginia, and Wyoming. Vincent Paul Lisanke has a Series 7, Series 63, Series 66, and SIE license. Prior to joining Raymond James & Associates, Inc., Vincent Paul Lisanke was a financial advisor at J.P. MORGAN SECURITIES LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/23/2020 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
04/21/2010 - 04/10/2018
J.P. MORGAN SECURITIES LLC (BOSTON MA)
NY
07/14/2000 - 09/07/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
03/22/2000 - 04/18/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 04/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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