Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Shelton is a financial advisor at Kestra Advisory Services, LLC. Lisa has been in the financial services industry since April 2011. Lisa is registered with the state of Texas as an Investment Advisor Representative. Lisa holds the following licenses: Series 6, 7, 63, and 65. Lisa Shelton also holds the Securities Industry Essentials Examination (SIE). Lisa specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions.
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.
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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2
TX
03/03/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
11/18/2014 - 03/04/2022
EDWARD JONES (SAN ANTONIO TX)
TX
04/28/2011 - 11/14/2014
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
IA
Issued 09/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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