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Lisa Marie Bourque

Ganim Private Wealth

Shelton, CT

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Current Employers
Ganim Private Wealth

2 Enterprise Drive Suite 305, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-01-24
  • CT RA
    APPROVED
    Since 2020-01-24

Branch Locations

2 Enterprise Drive Suite 305, Shelton, CT 06484 • 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
Benelynk Milford CT 06/2018 09/2019
Metropolitan Life Insurance Company Shelton CT 07/2005 Present
Metlife Securities Inc Shelton CT 07/2005 Present
Gfs Wealth Management Advisors Inc Shelton CT 01/2020 Present
Ganim Financial Shelton CT 10/2019 Present
Mutual Of Omaha Trumbull CT 06/2017 06/2018
Barnum Financial Group Shelton CT 08/2005 06/2017
  • 06/2018 → 09/2019
    Benelynk
    Milford, CT
  • 07/2005 → Present
    Metropolitan Life Insurance Company
    Shelton, CT
  • 07/2005 → Present
    Metlife Securities Inc
    Shelton, CT
  • 01/2020 → Present
    Gfs Wealth Management Advisors Inc
    Shelton, CT
  • 10/2019 → Present
    Ganim Financial
    Shelton, CT
  • 06/2017 → 06/2018
    Mutual Of Omaha
    Trumbull, CT
  • 08/2005 → 06/2017
    Barnum Financial Group
    Shelton, CT
Previous Registrations
  • 2005-08-10 → 2013-01-09
    Msi Financial Services, Inc.
    Shelton, CT
    Shelton, CT
  • 2003-02-27 → 2004-03-24
    American Skandia Advisory Services, Inc.
    Shelton, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-08-10
S65 Uniform Investment Adviser Law Examination 2001-12-20
  • S63 Uniform Securities Agent State Law Examination
    2002-08-10
  • S65 Uniform Investment Adviser Law Examination
    2001-12-20
Designations

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
RB CAPITAL MANAGEMENT, LLC
WRIGHT INVESTORS SERVICE INC
THE WINTHROP CORPORATION
WRIGHT PRIVATE ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROCYON

Other Investors

JOSEPH JOHN TODICE
CHARLES MELFORD HITE
JOHN MEAD FOREMAN
ANDREW DOMINICK ROSELLI
DANIELA GERHARD
JEREMY HUS
CHRISTOPHER HOLLEY
BRIAN MICHAEL WARD

Other Offices

MML INVESTORS SERVICES, LLC · SHELTON, CT
RB CAPITAL MANAGEMENT, LLC · Shelton, CT
WRIGHT INVESTORS SERVICE INC · SHELTON, CT
THE WINTHROP CORPORATION · SHELTON, CT
WRIGHT PRIVATE ASSET MANAGEMENT LLC · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · SHELTON, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Shelton, CT

More in Shelton, CT

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