Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Nee is an Investment Advisor Representative at Belpointe Asset Management LLC, a firm with offices in Reno, NV and Mount Pleasant, SC. Lisa has been in the industry since February 2020. Belpointe Asset Management LLC is an SEC registered investment advisor. Lisa holds a Series 65 license, and is registered with the state of South Carolina. Lisa has experience providing financial planning, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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NV
10/11/2021 - Present
Belpointe Asset Management LLC (RENO NV)
IA
Issued 10/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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