Lisa Sherman

CFP at Gilman Ciocia, Inc. - Burlington, MA, US

Lisa Sherman's Contact Details
HQ
845-485-3328
Location
Nyack,New York,United States
Company
Gilman Ciocia, Inc.
Lisa Sherman's Company Details
Gilman Ciocia, Inc. logo, Gilman Ciocia, Inc. contact details

Gilman Ciocia, Inc.

Burlington, MA, US • 5 - 9 Employees
Financial Services

National Holdings Corporation is the parent corporation of several affiliated financial services companies. Securities and Variable Insurance Products are offered through National Securities Corporation, member FINRA/SIPC. National Securities Corporation (NSC) is a full service brokerage firm, operated primarily through independent registered representatives. Fee-based investment advisory services are offered through National Asset Management (NAM), an SEC registered investment advisor. Insurance products, including fixed indexed annuities, (but not variable products), are offered through National Insurance Corporation (NIC). National Tax and Financial Services (NTFS) provides accounting services, tax planning and preparation. National Holdings Corporation is a wholly owned subsidiary of B. Riley Financial, Inc. (NASDAQ: RILY), parent company to B. Riley Securities, Inc. and B. Riley Wealth Management, Inc. Accordingly, National, Holdings Corporation and its subsidiaries are affiliates of B. Riley Securities, Inc. and B. Riley Wealth Management, inc.Investing involves risk including loss of principal. Not FDIC Insured. Private Shares are for qualified investors and involve a high degree of risk. See yournational.com for Reg BI/Form CRS Customer Disclosures, Privacy Policy and Client Disclosures.

Financial Services Financial Advisory Services
Details about Gilman Ciocia, Inc.
Frequently Asked Questions about Lisa Sherman
Lisa Sherman currently works for National Securities Corporation.
Lisa Sherman's role at National Securities Corporation is CFP.
Lisa Sherman's email address is ***@gtax.com. To view Lisa Sherman's full email address, please signup to ConnectPlex.
Lisa Sherman works in the Financial Services industry.
Lisa Sherman's colleagues at Gilman Ciocia, Inc. are Mark Goldwasser, Asher Goodman, Aimee Baxter, Dragi Paunovski, Jeffrey Broten, Jeremy Martin, Kevin McLaughlin and others.
Lisa Sherman's phone number is 845-485-3328
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