Unclaimed
Audra Lisoski is a registered representative with LPL Enterprise, LLC. Audra is a registered investment advisor and is licensed to sell securities in 50 states. Audra is associated with LPL Enterprise, LLC in Fort Mill, SC and Parlin, NJ. Audra has been in the securities industry since 2001 and has experience with providing financial planning, portfolio management for individuals and businesses, and conducting educational seminars. Audra has been a notary public in New Jersey since 2016.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
10/13/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
NJ
07/16/2010 - 04/11/2014
GEORGESON SECURITIES CORPORATION (EDISON NJ)
NJ
11/21/2007 - 12/31/2010
COMPUTERSHARE SECURITIES CORPORATION (EDISON NJ)
NJ
06/21/2004 - 10/24/2007
COMPUTERSHARE SECURITIES CORPORATION (EDISON NJ)
NJ
06/30/2001 - 09/26/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
03/02/2001 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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