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Lisa Marie Valerio is a financial advisor professional located in Milford, CT. They specialize in financial advisory. With over 17 years of experience, they bring deep expertise to every client.
Lisa Marie Valerio - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Lisa Marie Valerio is a financial advisor based in Milford, Connecticut, affiliated with Osaic Wealth, Inc. With 17 years of experience in the financial services industry, she brings substantial expertise to client relationships. Her professional background is grounded in FINRA CRD registration, which reflects her standing within the regulated financial advisory sector. Lisa Marie works with clients seeking guidance on financial planning and investment matters.
Lisa Marie Valerio holds FINRA CRD registration, which means she is registered with the Financial Industry Regulatory Authority. This registration indicates she operates under FINRA oversight and must comply with industry standards for conduct, disclosure, and continuing education. FINRA CRD registration signals that she is authorized to offer investment advice and securities-related services within the scope defined by her firm and regulatory requirements. Clients working with a FINRA-registered advisor benefit from regulatory protections and accountability mechanisms established by the securities industry.