Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Friebel is a financial advisor with LPL Financial LLC. Lisa has been in the financial industry since 1996, and has a wide range of experience in providing financial advice and services. Lisa is a Registered Representative of LPL Financial LLC. LPL Financial LLC is a registered investment advisor and broker-dealer. Lisa's clients include individuals, families, businesses, and charitable organizations.
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.
1
2
MO
12/05/2022 - Present
LPL Financial LLC (DES PERES MO)
MO
04/04/2005 - 08/18/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
CA
11/10/1998 - 06/03/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
05/23/1997 - 10/29/1998
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
03/10/1997 - 05/22/1997
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
NY
08/19/1996 - 09/05/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/19/1996 - 09/05/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 10/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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