Lisa Marie Lime

Current Employers

Employment History

• 08/2011 → 06/2019
  Ubs Financial Services Inc.
  Westlake, OH
• 07/2019 → 10/2019
  Unemployed
  North Ridgeville, OH
• 11/2019 → 11/2022
  Triad Advisors
  Norcross, GA
• 11/2019 → 11/2022
  Triad Hybrid Solutions
  Norcross, GA
• 11/2022 → 12/2022
  Unemployed
  North Ridgeville, OH
• 01/2023 → Present
  Lineweaver Wealth Advisors
  Valley View, OH
• 02/2023 → Present
  Triad Advisors
  Norcross, GA
• 02/2023 → Present
  Lineweaver Wealth Advisors, Llc
  Valley View, OH

Previous Registrations

• 2019-11-04 → 2022-11-23
  Osaic Advisory Services, Llc
  Atlanta, GA
  Westlake, OH
• 2007-12-05 → 2019-06-20
  Ubs Financial Services Inc.
  Elyria, OH
  Westlake, OH

Other Businesses

1)Lineweaver Wealth Advisors;investment related;9035 Sweet Valley Drive,Valley View,OH 44125;provides financial planning and investment management;new business processor and client service;2/2023;80 hrs/month;65 hrs during trading;process client paperwork,provide client service,respond to client inquiries and provide assistance with account maintenance,process RMDs,process dealth claims,assists with appointment preparation,provide administrative support 2)Lineweaver Financial Group;investment related;9035 Sweet Valley Drive,Valley View,OH 44125;corporation to sell and service securities and insurance;processing and client services;2/2023;80 hrs/month;60 hrs during trading;process new business and handle various service aspects for current clients

Exams

• S66 Uniform Combined State Law Examination
  2007-12-04
• S63 Uniform Securities Agent State Law Examination
  1998-06-15

Other Names

• Lisa Marie Fontecchio
• Lisa Marie Fontecchio