Loading listings...
Loading listings...
Is this your business?
Customers are already searching for financial advisor professionals in Grosse Pointe Farms — and the inquiries land here whether the profile is claimed or not. Claim a free profile to see them, route them, and reactivate the warm ones automatically. How it works →
Free · 60 seconds · No credit card
We verify your phone before sharing it — no spam.
Lisa Marie Simon is a financial advisor professional located in Grosse Pointe Farms, MI. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Lisa Marie Simon - Oppenheimer & Co. Inc. holds an active professional license (FINRA CRD) for your protection.
Looking for a financial advisor professional in Grosse Pointe Farms, MI? Contact Lisa Marie Simon to discuss your needs and schedule a consultation. Compare ratings and reviews to find the right professional for you.
Ready to get started?
Compare professionals in your area to find the best fit.
Get a free, no-obligation quote. It takes less than a minute and Lisa Marie Simon - Oppenheimer & Co. Inc. will respond directly.
Lisa Marie Simon is a financial advisor based in Grosse Pointe Farms, Michigan, operating with Oppenheimer & Co. Inc. With 8 years of experience in the financial services industry, she works with clients on investment and wealth management matters. Simon holds a FINRA CRD registration, which governs her professional activities in the securities industry. She brings substantive experience to her practice serving the Grosse Pointe Farms community.
Lisa Marie Simon's FINRA CRD (Central Registration Depository) registration indicates she is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees securities professionals. This registration means she operates under FINRA's rules and compliance standards, and her background and qualifications are maintained in a public database. FINRA registration is required for professionals who buy, sell, or advise on securities and investment products. This oversight ensures she meets industry standards and is subject to ongoing regulatory review.