Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Bramer is a financial advisor with over 30 years of experience. Lisa is registered with LPL Financial LLC and offers a variety of financial services, including portfolio management for businesses and individuals, financial planning, and pension consulting. Lisa is licensed to conduct business in several states, including Kentucky, Texas, Indiana, and California. Lisa is a Series 7, 6, and 63 licensed representative and holds a Series 65 license. Lisa can help you with your financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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KY
04/30/2013 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
07/02/1998 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (LOUISVILLE KY)
IN
02/09/1998 - 07/02/1998
MDS SECURITIES INCORPORATED (CARMEL IN)
MN
09/04/1992 - 02/06/1998
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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