Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Mihelich is a financial professional with over 30 years of experience in the industry. Currently, Lisa is a registered representative with Charles Schwab & CO., Inc. where she has been employed since 2009. Previously, Lisa worked with TD Ameritrade, Inc., Northwestern Mutual Investment Services, Inc. and Robert W. Baird & Co. Incorporated. Lisa is a highly qualified financial professional with a wide range of experience and expertise, and she is committed to providing her clients with the highest quality of service.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
07/20/1994 - Present
Charles Schwab & CO., Inc. (Orlando FL)
NE
09/09/2022 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
WI
09/09/1993 - 05/20/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/09/1993 - 05/20/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
03/15/1993 - 07/22/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
FL
02/21/1990 - 07/12/1991
CNL SECURITIES CORP. (ORLANDO FL)
BC
Issued 02/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/01/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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