Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Cherie Greely is a financial advisor registered with Berger Financial Group. Lisa has been in the financial services industry for over 20 years and has experience in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Lisa holds Series 6, 7, and 63 licenses, as well as the SIE exam. Lisa is also a Notary Public. Lisa has a long history of working in the industry and has held previous roles at PURSHE KAPLAN STERLING INVESTMENTS, INDEPENDENT FINANCIAL GROUP, LLC, and QA3 FINANCIAL 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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MN
04/11/2024 - Present
Berger Financial Group (PLYMOUTH MN)
MN
02/08/2021 - 10/25/2022
PURSHE KAPLAN STERLING INVESTMENTS (Bloomington MN)
MN
02/12/2011 - 02/08/2021
INDEPENDENT FINANCIAL GROUP, LLC (BLOOMINGTON MN)
MN
07/09/2001 - 02/11/2011
QA3 FINANCIAL CORP. (BLOOMINGTON MN)
AZ
10/28/1999 - 07/05/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 11/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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