Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Brooks is a financial advisor with Ameriprise Financial Services, LLC. Lisa has been working in the financial industry since 2000. Lisa holds a Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Lisa has a strong record of helping individuals and families achieve their financial goals. Lisa is committed to providing her clients with personalized financial advice and investment strategies. Lisa is also an experienced business owner and has a deep understanding of the needs of small business owners. In addition to her work with Ameriprise Financial Services, LLC, Lisa is also involved in the community. Lisa is a member of the Pittsburgh Chamber of Commerce and is active in several local charities.
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.
Asset allocation 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
PA
07/12/2007 - Present
Ameriprise Financial Services, LLC (Pittsburgh PA)
MN
11/15/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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