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Lisa Cannistraci

Investment adviser representative at Nationwide Securities, LLC
19 yearsExperience
1 stateRegistered in
$0Firm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Nationwide Securities, LLCNov 2023 to now
  2. Worth Ave GroupApr 2015 to now
  3. JP Morgan Securities, LLCOct 2016 to Nov 2023
  4. Kohl's Department Stores, Inc.Nov 2007 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (OH).

Nationwide Securities, LLC

$0Assets managed
108Clients
19Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5951332
Firm CRD
11173
Advisor's SEC record (opens in a new tab)
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