Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Dimter is an Investment Advisor Representative at Nordwand Advisors. Lisa has been in the financial services industry since 1998, and has experience working with high-net-worth individuals, charitable organizations and individuals other than high-net-worth. Lisa has passed a number of industry examinations including the Series 7, Series 9, Series 10, Series 63 and Series 66. Lisa previously worked at Wells Fargo Clearing Services, LLC and Credit Suisse Securities (USA) LLC.
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.
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
PA
10/27/2023 - Present
Nordwand Advisors (RADNOR PA)
PA
06/01/2016 - 09/27/2023
WELLS FARGO CLEARING SERVICES, LLC (WAYNE PA)
PA
12/03/2007 - 05/11/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
PA
07/08/2003 - 12/07/2007
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
NY
11/03/2000 - 07/23/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
07/22/1999 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
09/01/1998 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 12/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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