Having recently joined Prosperity from a merging OSJ, Lisa is responsible for day-to-day OSJ supervision including email and trade review. Lisa’s role will expand to include other areas of supervision including principal review of new accounts, variable annuities, correspondence & gift logs, and advertising. Lisa holds Series 63, 6, 7, 31, 24, & 66 securities registrations. Prior to joining Prosperity, Lisa served as the OSJ Delegate for our Idaho offices for whom is worked in various capacities for 14 years. Lisa spent 6 years at Fidelity investments in customer service as well as premium services for high net worth clients. She has also spent time with Raymond James in the capacity of stock trader.