Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Gruden has been in the financial services industry since December 2001 and has been registered with Raymond James Financial Services Advisors, Inc. since February 2012. Lisa holds the Series 7, Series 63, and SIE licenses. Lisa has previously worked for Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Lisa has a wide range of experience in the financial services industry and is able to provide a variety of services to her clients, including financial planning, portfolio management, and investment advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
02/01/2012 - Present
Raymond James Financial Services Advisors, Inc. (SOLON OH)
OH
01/01/2008 - 01/27/2012
WELLS FARGO ADVISORS, LLC (MENTOR OH)
OH
12/04/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEACHWOOD OH)
BC
Issued 05/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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