Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Deves is a financial advisor with over 34 years of experience in the industry. Lisa is currently registered with Osaic Wealth, Inc. and is located in Chesterfield, MO. Prior to joining Osaic Wealth, Lisa worked at SAGEPOINT FINANCIAL, INC. in Chesterfield, MO. Lisa has a wide range of experience in the financial industry and is dedicated to providing her clients with personalized financial advice. She is committed to helping her clients reach their financial goals and is passionate about helping them understand their options and make informed decisions.
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.
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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2
MO
09/01/2023 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MO
11/14/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CHESTERFIELD MO)
MO
08/06/2002 - 11/16/2011
NEXT FINANCIAL GROUP, INC. (CHESTERFIELD MO)
CA
05/27/1998 - 08/06/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
01/01/1998 - 03/05/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
08/13/1997 - 01/01/1998
NATIONSSECURITIES
MO
10/02/1991 - 08/13/1997
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
04/03/1991 - 10/16/1991
ITT FINANCIAL SECURITIES, INC.
WI
07/18/1989 - 02/22/1991
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 08/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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