Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Robinson is a financial advisor with over 30 years of experience in the industry. Lisa is currently registered with Tiaa-Cref Individual & Institutional Services, LLC, where Lisa has been employed since June 2005. Lisa holds a Series 63, Series 66, Series 7, and Series 10 license. Lisa also holds Series 8, Series 9, and Series 24 licenses. Lisa has previously worked with Charles Schwab & Co., Inc., Brown & Company Securities Corporation, Schneider Securities, Inc., Corporate Securities Group, Inc., Delta First Financial, Inc., R A F Financial Corporation, Andrew Alen Securities, Inc., First Eagle, Inc., and Blinder, Robinson & Co., Inc.
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.
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.
Compensation from affiliates
1
2
CO
11/14/2005 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Sedalia CO)
TX
01/20/1997 - 07/11/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
03/05/1996 - 01/01/1997
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
CO
12/02/1993 - 01/17/1996
SCHNEIDER SECURITIES, INC. (DENVER CO)
MO
10/12/1992 - 11/22/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
09/25/1991 - 04/07/1992
DELTA FIRST FINANCIAL, INC. (ALTAMONTE SPRINGS FL)
CO
02/20/1990 - 09/28/1990
R A F FINANCIAL CORPORATION (DENVER CO)
NA
10/18/1989 - 03/30/1990
ANDREW ALEN SECURITIES, INC.
NA
01/31/1989 - 10/04/1989
FIRST EAGLE, INC.
NA
05/21/1986 - 01/17/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 11/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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