Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Christine Nelson is a registered representative with Charles Schwab & Co., Inc., licensed in Colorado. Lisa has been working in the financial industry for over a year. Lisa is licensed to sell a variety of products including securities and insurance. She is also a registered representative with the Financial Industry Regulatory Authority (FINRA).
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
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CO
04/07/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 04/07/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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