Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Schultz is a financial professional with over 30 years of experience in the industry. Lisa is currently registered with Cu Investment Solutions Llc. Lisa has previously worked at Invesco Distributors, Inc. and Van Kampen Funds Inc. Lisa is licensed to sell securities in Arizona, California, Colorado, Connecticut, Illinois, Indiana, Massachusetts, Michigan, Minnesota, New York, Ohio, and Utah. Lisa offers a range of services including financial planning, portfolio management, and other investment advisory services.
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.
Non discretionary investment advisory for institutional clients
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.
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2
KS
06/13/2016 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
IL
06/01/2010 - 06/02/2015
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
10/11/1988 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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