Lisa Wells is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with UBS FINANCIAL SERVICES INC..
| Firm | From | To | Current |
|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 2022-06-17 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-04-28 | 2022-06-29 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-12-14 | 2017-04-11 | — |