Lisa GorodenskiCRD Number: 6227929
Current Firm: Morgan Stanley
Lisa Gorodenski (CRD# 6227929) is an Investment Advisor Representative working at Morgan Stanley in Milwaukee, WI and has over 4 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Morgan Stanley||Waukesha, WI||Jul 2017 - Current||< 1|
|Morgan Stanley||Milwaukee, WI||Mar 2017 - Current||1|
|Morgan Stanley Private Bank, N.a.||New York, NY||Mar 2017 - Current||1|
|Bank Of America, N.a.||Mequon, WI||Dec 2015 - Mar 2017||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Mequon, WI||Oct 2015 - Mar 2017||1|
|Pnc Investment||Greendale, WI||Oct 2014 - Nov 2015||1|
|Pnc Bank||Greendale, WI||Oct 2014 - Nov 2015||1|
|Morgan Stanley||Grand Rapids, MI||Jul 2013 - Sep 2014||1|
|Hollister||Grandville, MI||Jan 2013 - Jul 2013||< 1|
|Tim Horton's||Grand Rapids, MI||Sep 2012 - Dec 2012||< 1|
|Best Western||Grand Rapids, MI||May 2012 - Aug 2012||< 1|
|Kmart||Hastings, MI||May 2011 - Jun 2012||1|
|Amway Grand Plaza Hotel||Grand Rapids, MI||Oct 2011 - Apr 2012||< 1|
|Grand Valley State University||Allendale, MI||Aug 2008 - Apr 2012||3|
|Horn Creek Pub||Delton, MI||Jun 2010 - Aug 2010||< 1|
|Kmart||Hastings, MI||May 2010 - Jul 2010||< 1|
|Hastings Country Club||Hastings, MI||Jun 2009 - Oct 2009||< 1|
|Mcdonald's||Hastings, MI||Jan 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management598,503MILLIONS
Total Number of Accounts1,610,240ACCOUNTS
Average Account Value$371,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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