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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.
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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.