Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Sveland is a financial advisor with Charles Schwab & Co., Inc. working in Lone Tree, Colorado. Lisa has been working in the financial services industry since July 24, 2022. She is licensed in 51 states to provide financial advice to individuals and businesses. Lisa has passed the Series 7TO and SIE exams, and the Uniform Securities Agent State Law Examination. She specializes in providing financial planning advice and selection of other advisors.
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
1
2
CO
07/25/2022 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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