Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Kleeschulte is a financial advisor registered with Stifel Independent Advisors, LLC in St. Louis, Missouri. Lisa has been working in the financial industry since 2006. Lisa has passed the Series 7, Series 9, Series 10, Series 24, and Series 63 exams. Lisa's previous experience includes positions with Century Securities Associates, Inc. and Edward Jones. Lisa specializes in providing financial planning and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/16/2020 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
MO
03/27/2013 - 04/24/2013
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
08/04/2003 - 07/07/2006
EDWARD JONES (ST. LOUIS MO)
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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