Lisa M. Evensky
Professional summary
Lisa M Evensky, who also goes by Lisa M Boxenbaum, Michal Boxenbaum, is a registered financial professional currently at BERNARDI SECURITIES, INC. located in Northfield, Illinois.
Lisa is registered as a RR (Registered Representative) and started their career in finance in 2014. Lisa has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lisa M Evensky's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 20, 2014 - Present
BERNARDI SECURITIES, INC.
Office #1: 423 Central Avenue, Northfield, IL 60093Office #2: 423 Central Avenue, Northfield, IL 60093State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/5/2015)
Exams
FINRA
Current Firm
BERNARDI SECURITIES, INC.
CRD#: 15834 / SEC#: , 8-32815
Contact information
FINRA licenses (45 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BERNARDI, RONALD PIACENTINI | PRESIDENT & CEO & CCO | 726070 |
| BERNARDI, MATTHEW P | VICE PRESIDENT | 5545410 |
| BERNARDI, THOMAS P | VICE PRESIDENT | 6419579 |
| BIONDI, ROBERT | VICE PRESIDENT | 716281 |
| LANDIS, MICHELLE BERNARDI | SECRETARY | 1328867 |
| BERNARDI, EDWARD | CHAIRMAN OF THE BOARD | 19817 |
| EVENSKY, LISA M | FINANCIAL OPERATIONS PRINCIPAL | 6373192 |
| IRISH, JEFFREY DAVID | VICE PRESIDENT | 2228055 |
| VAIL, ROBERT PATRICK | SENIOR VICE PRESIDENT | 3086104 |
| VEZZETTI, JOHN M | VICE PRESIDENT | 5736210 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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