Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Colyer is a financial professional with over 30 years of experience in the industry. Lisa has a strong background in the investment sector, with experience at several firms, including PaineWebber Incorporated, Prudential Securities Incorporated, and Century Securities Associates, Inc. Lisa is currently registered with Advisors Asset Management, Inc. and is a General Securities Principal and holds the Series 7, 79TO, 99TO, and SIE licenses. Lisa's specialties include portfolio management for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Supervisor/evaluator to unit investment trusts
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/03/2001 - Present
Advisors Asset Management, Inc. (MONUMENT CO)
MO
09/11/1998 - 07/11/2001
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
NJ
04/02/1997 - 10/16/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
05/04/1994 - 01/14/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/03/1989 - 04/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
06/01/1989 - 10/10/1989
CENTRAL INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NA
03/26/1987 - 10/04/1988
THOMSON MCKINNON SECURITIES INC.
NA
04/24/1984 - 03/11/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/22/1984 - 04/10/1984
CHESLEY AND DUNN, INC.
BC
Issued 11/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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