Lisa Lettieri, financial advisor Southbury CT
93 score

Lisa Lettieri

CRD Number: 1398003
Current Firm: Northwestern Mutual Investment Services,llc

Lisa Lettieri (CRD# 1398003) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Southbury, CT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2017 - Current 1
Brian Jones Southbury, CT Feb 2017 - Current 1
Northwestern Mutual Investment Services LLC Southbury, CT Feb 2017 - Current 1
Unemployed Waterbury, CT Jan 2017 - Feb 2017 < 1
Ameriprise Financial Oxford, CT Apr 2016 - Jan 2017 < 1
Northwestern Mutual Investment Services LLC Westport, CT Sep 2015 - Mar 2016 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2015 - Mar 2016 < 1
Merrill Lynch Westport, CT Sep 2011 - Aug 2015 3
Morgan Stanley Westport, CT Sep 2010 - Sep 2011 1
Unemployed Bethel, CT Jul 2010 - Sep 2010 < 1
Mbs Value Partners New York, NY Jan 2010 - Jul 2010 < 1
Fuelcell Energy Danbury, CT Jun 2005 - Jan 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Lisa D. Lettieri
Phone Number: 866-664-7737
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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