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Lisa Renee Camerone

New Era Investments LLC

Southfield, MI

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Current Employers
New Era Investments Llc

28411 Northwestern Hwy Suite 970, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-08
  • MI RA
    APPROVED
    Since 2024-03-08

Branch Locations

28411 Northwestern Hwy Suite 970, Southfield, MI 48034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New Era Investments Southfield MI 09/2001 Present
Lincoln Investment Planning Farmington Hills MI 10/2010 09/2021
Integrity Insurance Agency, Llc Southfield MI 04/2006 Present
Capital Analysts Fort Washginton PA 08/2020 09/2021
Lincoln Investment Farmington Hills MI 08/2020 09/2021
Purshe Kaplan Sterling Investments Albany NY 07/2021 Present
Camerone Wealth Management Southfield MI 07/2021 Present
New Era Investments Llc Southfield MI 09/2021 Present
  • 09/2001 → Present
    New Era Investments
    Southfield, MI
  • 10/2010 → 09/2021
    Lincoln Investment Planning
    Farmington Hills, MI
  • 04/2006 → Present
    Integrity Insurance Agency, Llc
    Southfield, MI
  • 08/2020 → 09/2021
    Fort Washginton, PA
  • 08/2020 → 09/2021
    Farmington Hills, MI
  • 07/2021 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2021 → Present
    Camerone Wealth Management
    Southfield, MI
  • 09/2021 → Present
    Southfield, MI
Previous Registrations
Other Businesses

1) New Era Investments LLC; Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Independent Agency Selling Fixed/Fixed Index Annuities, Life, Health & Disability Insurance; Title - Agency Administrator/Member; Start - 9/2001; 20 Hrs/Mth; 20 During Securities Trading Hrs; Payroll, Filing, Book Reconciliations 2) Camerone Wealth Management LLC; Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Independent Agency Selling Fixed/Fixed Index Annuities, Life, Health & Disability Insurance; Title - Agency Administrator/Financial Rep; Start - 7/2021; 20 Hrs/Mth; 20 During Securities Trading Hrs; Monitor Accounts, Service Clients, Administrative 3) Integrity Insurance Agency, LLC; Non-Investment Related; 28411 NW Hwy, Ste 970, Southfield, MI 48034; Auto/Home Insurance; Title - Agency Administrator/Member; Start - 4/2006; 30 Hrs/Mth; 20 During Securities Trading Hrs; Payroll, Filing, Book Reconciliations, Accounts Payable/Receivable 4) Fixed Insurance; Investment Related; 28411 Northwestern Hwy, Ste 970, Southfield, MI 48034; Fixed/Traditional Insurance; Title - Agent; Start - 7/2021; 20 Hrs/Mth; 20 During Securities Trading Hrs; Sales of Fixed / Traditional insurance products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-21
S63 Uniform Securities Agent State Law Examination 2011-01-26
  • S65 Uniform Investment Adviser Law Examination
    2019-10-21
  • S63 Uniform Securities Agent State Law Examination
    2011-01-26
Other Names
  • Lisa R Everley
  • Lisa Camerone
  • Lisa R. Camerone

View on SEC IAPD

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