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Lisa P

Series 63, Series 65

Prospect, KY

OSAIC

Lisa Palmisano is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She previously worked at Lincoln Financial Advisors Corp. for 21 years before joining OSAIC in 2025. In addition to her advisory role, Palmisano is involved in offering traditional life insurance, long-term care insurance, and fixed and equity-indexed annuities, as well as operating Palmisano Financial Services, LLC. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, offering discretionary and non-discretionary account management alongside access to third-party managers and unified managed accounts.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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