Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Anne Schuler is a financial professional with over a decade of experience in the financial industry. She is currently registered with J.P. Morgan Securities LLC, where she has been since 2019. Lisa is a Series 6, Series 63, and Series 6TO licensed professional. She has worked with clients in the Milwaukie, Oregon area for several years, providing financial advice and guidance to individuals, families, and businesses. Prior to joining J.P. Morgan Securities LLC, Lisa worked for Chase Investment Services Corp.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
OR
01/25/2019 - Present
J.p. Morgan Securities LLC (MILWAUKIE OR)
OR
10/01/2012 - 03/22/2013
J.P. MORGAN SECURITIES LLC (CLACKAMAS OR)
OR
02/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILWAUKIE OR)
BC
Issued 02/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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